White Paper: Rise of the Digital Adviser

Becoming digitally-enabled gives you an advantage over both robo-platforms and traditional advisors.
Technological advances in the wealth management industry were initially ignored. Then, with the rise and popularity of the “robo-advisor”, they were feared. Now? The chance to utilize a dynamic hybrid model – still human but with digital enhancements – is an unparalleled opportunity to reach more prospects, earn more profit, and retain more clients.

It’s all in your approach and attitude to it. The right tech tools can provide you and your client roster with everything necessary for business success in the 21st century: mobility, convenience, accessibility, efficiency, data and more.

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What You’ll Learn

  • Back office and customer-facing benefits of technology tools in your practice.
  • The four key considerations for improving customer experience and productivity.
  • Examples of technology-assisted marketing and development.
  • The changing opinion of advisors towards new technology.