Russell Andrews and Russ Kliman: Should financial advisers replicate the FAANGs?

'Hyper-personalise'

clock • 4 min read

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

Join

 

Already a Professional Adviser member?

Login

More on Technology

Fintel names exec chair as it buys Mortgage Brain in £38m deal

Fintel names exec chair as it buys Mortgage Brain in £38m deal

Has held a stake in the mortgage technology business since 2024

Jen Frost
clock 23 October 2026 • 2 min read
AI becomes one of UK's leading 'advisers' with £47.4bn under influence

AI becomes one of UK's leading 'advisers' with £47.4bn under influence

‘AI is an incomprehensibly impactful wildcard in financial advice’

Jenna Brown
clock 22 October 2026 • 2 min read
In TikTok we trust? Just ask ChatGPT

In TikTok we trust? Just ask ChatGPT

In short, it's time to ‘get human'

Anna Plotnek
clock 22 October 2026 • 4 min read