Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Additional Broadridge resources:
View our Contact Us page for additional information.
Additional Broadridge resource:
Your submission has been received. We will contact you soon.
One of our sales representatives will email you about your submission.
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Your submission has been received. One of our customer service representatives will contact you soon.
Increasingly conscious of their buying power, investors want advisors to get personal according to new Broadridge research.
Client attitudes toward their experience with advisors show not only a growing awareness of their power in the marketplace, but a readiness to walk away from companies that provide a customer experience (CX) they consider subpar.
Twenty-five percent of consumers surveyed by Broadridge said they stopped doing business with a company — not because of products or poor service — but because the company did an inadequate job of personalizing their experience.
Millennials are even harder to please: 35% said a lackluster CX would cause them to search for a new professional.
The takeaway? Technology itself may not be the major disruptor to a business. A lack of client awareness on the part of a company may be a bigger threat. This white paper explores the 5 critical steps toward a digital customer journey, and seven “calls to action” to put your firm and its advisors on the right path.