When your clients have to look away from their smart phone to start their meeting with you, that is their way of sending you a clear message.
Advisers who want to not just survive but thrive in 2016 and beyond need to grasp we live in a world where the average person looks at a screen multiple times every day.
Clients expect advisers to be technology savvy and deliver information straight to an array of devices and allow them to supply information in different ways from how they did in the past.
In FTAdviser’s latest special report, you can learn more about what your clients expect from you and your technology in 2016.
The report explores how firms such as Hargreaves Lansdown have managed to develop in-house platforms to manage 750,000 accounts, worth £55bn of their total portfolio - and see their share price soar as a result.
When asked about the firm’s use of technology, Danny Cox, head of communications and chartered financial planner for Bristol-based Hargreaves Lansdown, said: “We’re helping people to help themselves.”
By reading this special report you can also learn more about the potential market for robo-advice and how companies such as True Potential use technology to show your clients the true value of the face-to-face advice they receive.
The special report also explores what advisers can expect from providers when it comes to technology and innovation in the future.
Click here to read more.
