Big technology companies have pioneered a new way of communicating and engaging with consumers and, in this piece, SEI duo Russell Andrews and Russ Kliman explore ways advisers can take note
The Covid-19 crisis has exacerbated and accelerated a trend that was already beginning to take hold in the financial advice market: the need for financial advisers and wealth managers to digitise and hyper-personalise their engagement with consumers. Consumers increasingly want their financial advisers to meet them where they want to be met, with highly personalised and customised engagement. Prior to the current crisis, financial advisers were dipping their toes into the digital waters. However, the advent of remote working has sharply focused everyone's mind on the immediate need fo...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes