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Increasingly aware of their buying power, consumers are demanding that financial advisors “get personal.”
According to new research from S&P 500 Fintech leader Broadridge, clients are quick to leave professionals who are less than client-centric. Twenty-five percent of consumers surveyed stopped doing business with a company not because of product problems, but because the firm didn’t personalize their experience.
Here are five signposts to guide your firm and advisors toward a digital, personalized customer journey.