June 9, 2021

Technology has spoiled us with personalization. Ads for goods targeted at our desires are all over the technology and social media consumers use and that same personalization is being desired in investing. Surveys indicate that three of the top four needs investors want to be addressed are personalization. They want money-saving tips tailored for them, investment ideas and vehicles that work specifically for them, and personalized analysis of investing habits. This new set of needs also needs to be addressed digitally as clients are moving to electronic communications with advisors. Technology should augment the client’s journey by providing tailored advice that can give a personalized experience. These may be new challenges for advisors, but there is good news. The pandemic has made one in four people seek out a financial advisor. However, nearly 77% of advisors have lost a client since the pandemic due to inadequate technology services. 



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