Summary: More than three-quarters of advisors say their clients are looking for more digital tools and channels in their relationships with financial firms, according to a recent survey by Accenture. But that same survey also found that only around half of advisors say their firm is doing enough to meet these client expectations. With so many options out there, adopting digital tools can be overwhelming, time-consuming and expensive. But it’s also what clients — particularly younger clients — want.
 Everything from your CRM to your document storage and portfolio management need to integrate,” he says. “If they work together seamlessly, then the advisor can focus on what’s most important — the relationship with the client — rather than spending time fighting with technology.”Scott Kaszyk, director of IT, Independent Financial Partners |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?
