Is Your Client Relationship Strong Enough to Weather a Pandemic?
How advisors can build in retention in the digital age.
Managing Director & Canadian Sales, Broadridge Financial Solutions
For many advisors, client retention may be the biggest challenge to growth of Assets Under Management (AUM). According to a recent study from Broadridge, 77% of North American financial advisors report that they have lost business as a result of not having the proper technology tools to interact with clients, which is troubling as the pandemic has brought on increased communication between advisors and their clients.
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Broadridge, a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.