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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.


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.

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

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

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

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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.

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Younger investors are open to investment advice from alternate sources.

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

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

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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 >

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