Excerpt from WealthManagement.com’s article on this year’s trends in the financial services industry.
Expect to see client-advisor relationships change for the better as advisors embrace the basics and continue digitizing manual processes this year.
With technology, financial professionals can increase the frequency and quality of client touchpoints, stripping out the manual inefficiencies and becoming more tailored in their outreach. Less time will be spent manually building individual portfolios and more time will be spent engaging with clients to address relevant market trends, life goals and opportunities.
