Improving the Client Experience While Making Wealth Advisors More Efficient

In 2020, we’ve witnessed an acceleration of the wealth management trends that have been playing out over the last few years. Because of the global pandemic, there’s an enormous focus on improving client engagement models in the face of a completely remote client base. The challenge for wealth managers in this environment is to find the right balance between scaling the business and maintaining the personal touch—two themes that appear to be odds with one another. However, firms are starting to look at that challenge as an opportunity to turn what they perceived as a digital future into a digital reality.