Nick Eatock: Managing client 'digital fatigue' during lockdown

'Omnichannel' engagement

clock • 4 min read

Greater use of technology in the advice process necessarily accelerated during the Covid-19 lockdown but clients are now in danger of digital burnout, writes Nick Eatock. Here he discusses how to keep clients engaged as the pandemic drags on

Over the last six months, we've seen a huge increase in the way in which clients and advisers have engaged over technology. Driven by the Covid-19 lockdown, necessity forced a change in the way in which advisers and clients interact, requiring a switch from face to face to virtual almost overnight. And advisers and clients have embraced this shift with, according to the latest Intelliflo figures, use of client portals is up three-fold, and use of DocuSign digital signatures is sixteen times higher. Had enough However, as the restrictions over our movements continue and, across much ...

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