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How Technology is Changing the Financial Client / Advisor Relationship

Investors want more individualized experiences with financial advisors, according to a Broadridge survey.

How Technology is Changing the Financial Client / Advisor Relationship

With technological innovations creating more customized experiences across many industries, business users now expect that in all aspects of life, including monitoring their financial situation.

A Broadridge survey of over 500 individuals determined that financial advisors must adapt to their clients’ preferences to stay competitive. More than half (53 percent) of respondents reported some level of customization in their communications with financial advisors but only 40 percent said the content was “engaging” and less than three in 10 reported the advice to be "actionable".

For more digital insights, read the full article in TechRepublic.

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