John Wise: Taking the client experience beyond email

People are now far more digitally savvy, communicating in a myriad of ways online. Advisers need to fall in line with this behaviour and yet, as PwC points out in its 2016 report Sink or swim: Why wealth management can't afford to miss the digital wave, only 25% of wealth managers offer a ‘digital experience'. Or, to put that another way, three-quarters of advisers across the world communicate with their clients almost exclusively through emails - from reports to advice to general messages. The industry is lagging behind, failing to keep up with trends in the way people communicate. Y...