Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

About Broadridge

Additional Broadridge resources:

View our Contact Us page for additional information.

Infographic

Wealth Management 2021: Using Technology to Engage Clients

2020 reinforced the role of digital technology:

Even as we keep our distance, we can stay more connected. To understand how technology has reshaped the wealth management landscape, we surveyed more than 1500 investors across two separate studies. We found that digital experiences are driving meaningful interactions and creating new opportunity for advisors—even amid adverse economic conditions.

WEALTH OF IDEAS SERIES PRESENTED BY BROADRIDGE

Discover more about Leadership Lessons for 2021: Meeting New Client Demands Through Technology >

Investors are hungry for engagement and outreach.

60% of all investors say they want to hear from their advisor more often, with Millennials leading the list at 85% and Baby Boomers representing a sizable minority.

infographic wealthofideas fig1
infographic wealthofideas fig2

Advisor websites are the preferred source of information, insight and support.

infographic wealthofideas fig3

The use of video chat with advisors increased dramatically last year.

infographic wealthofideas fig4

Social media is increasingly a source of personal finance information, too.

infographic wealthofideas fig5

There is clear opportunity for advisors to expand their presence and connect across social platforms.

More than two-fifths of respondents say they’re most likely to take an investment recommendation on social media from their financial advisor.

infographic wealthofideas fig6

Younger investors are open to investment advice from alternate sources.

infographic wealthofideas fig7

These findings may reflect a more experimental attitude in investing in new asset classes.

infographic wealthofideas fig8

In particular, younger investors indicated an increased interest in cryptocurrency and private investments.

infographic wealthofideas fig9

Download Infographic

THE TECHNOLOGY IMPERATIVE

From social media and cryptocurrency to “meme” stocks and trading apps, investor behaviors are changing. The question is: Are you ready?

Tap into Broadridge Wealth Management solutions to grow your business. We equip advisors with the technology and innovation needed to deliver a more relevant investor experience, boost performance and optimize day-to-day operations.

Let’s talk about what’s next for you.

Contact your Broadridge Account Representative, call +1 855 252 3822 or visit us online at broadridge.com/wealthplatform >

Contact Us

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.