Advisers are moving away from “insecure email and fragmented data systems” as high-net-worth clients demand branded apps, biometric log-ins, and document automation, according to Moneyinfo managing director Tessa Lee.
Speaking to Professional Adviser following the firm's new partnership with wealth manager James Hambro & Partners announced yesterday (27 October), Lee said the shift reflects a new reality in client expectations, which is that paper communications are "no longer acceptable". "Clients want to feel the values represented by their wealth management or financial planning firm, not like they're in an automated process," Lee said. Firms want control over client experience Wealth firms are focused on maintaining a single branded user experience, Lee said. "There is a move towards singl...
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