Today, we live in a world where sharing personal details online is the norm in order to get services and information that are relevant to us. Our research shows, that high net worth investors are more aligned to this behavior when it comes to managing their wealth than the industry believes, meaning investors are expecting to expand their wealth relationship digitally. In this chapter, we reveal how new technologies could help wealth managers strike the right balance between privacy and personalization to ultimately deliver an outstanding client experience that each investor demands. By embracing personalization in the wealth proposition, financial advisors can become more attractive to investors, with the added gain of receiving more information to better grow their clients’ wealth which is the ultimate goal.
Download part 3: Empowering Client Service with Personalization, to find out the key tactics advisors can implements to win with high net worth investors.