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.
Your submission has been received. We will contact you soon.
Broadridge, a global Fintech leader with more than $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.