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6 Things Advisors Should Look For in Client-Friendly Technology

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During the pandemic, consumer adoption of digital technology skyrocketed, sparking consumer expectations of the digital experience to do so, as well. Businesses — including financial advisors — who invested in digital tools saw dividends in the form of increased overall customer satisfaction.

A new three-part study from Money Management Institute and Aon explores trends and gaps that have emerged between client expectations, advisor perceptions and firms’ delivery capabilities in the post-pandemic era.

“Investor and advisor views of the digital experience and tools offered by the financial services industry are shaped by the type of interactions they have grown accustomed to in other areas of their daily lives, such as e-commerce or media consumption,” Craig Pfeiffer, president and CEO of MMI, said in a statement.

The second part of the study looks at the digital experience for both investors and advisors, particularly as it relates to adoption and satisfaction with existing tools.

See the gallery for six ways wealth managers can improve their clients’ digital experience.