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 That's simply outdated thinking.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

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

Sahar Nazir
clock 23 June 2025 • 2 min read
Most advisers ready to 'break up' with their CRM systems

Most advisers ready to 'break up' with their CRM systems

Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds

Isabel Baxter
clock 17 June 2025 • 3 min read
'In the AI era, neurodivergence is more valuable than ever'

'In the AI era, neurodivergence is more valuable than ever'

'The design and training of AI systems inherently favour consistency and predictability'

Phillip Wickenden
clock 16 June 2025 • 5 min read