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 That's simply outdated thinking.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...
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