Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock • 4 min read

In the second part of her article series for PA, Tessa Lee looks at the big three challenges in meeting clients’ digital expectations and explores how to overcome them

Meeting the digital demands of today's clients can feel like a big challenge for advisers and wealth managers. Clients of all ages now expect high-quality, personalised digital service that's both user-friendly and available 24/7 on any device. Research shows that more than half of high-net-worth investors want better digital services, and two-thirds of these would switch providers if they don't get it. Yet still many advisers cling to the belief their clients won't use technology - especially older ones. That's simply outdated thinking. At Moneyinfo, our data shows that clients of all a...

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

Scaling financial planning firms: Ownership, accountability and continuous refinement

Scaling financial planning firms: Ownership, accountability and continuous refinement

True efficiency starts with adoption not accumulation

Ben Peele
clock 19 January 2026 • 4 min read
Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026

Anthony Rafferty: Adviser tech fixes make processes fit for purpose in 2026

2025 tech roundup and 2026 outlook

Anthony Rafferty
clock 15 January 2026 • 4 min read
Nerve-soothing investments for the AI bubble age

Nerve-soothing investments for the AI bubble age

'This is the sort of frequently overlooked investment that can bring stability to portfolios'

Gabriel Sacks
clock 09 January 2026 • 4 min read