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The new face of wealth advice: It’s personalized

Technology is the key to delivering the recommendations and services each client wants.


Broadridge’s Global Head of Product Development, Fred Dudan, discusses the importance of a personalized and intuitive experience between investor and adviser. “In a world where Amazon and Instagram know what consumers want before they do, investors have come to expect an experience with their advisers that is just as simple.” Dudan said. “To meet these new demands, advisers need to adapt their processes in ways that allow them to focus on personalization preferences and online behavioral data.”

For further insights and to read the full article, go to the InvestmentNews publication by clicking the link below.

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