Digital that Makes a Difference

Digital offers opportunities to engage clients and prospects far more often and cost-effectively, reaching them where they go every day, like their email inbox, financial news sites and Google. By leveraging data and technology to deliver the right message at the right time, advisors get what they need to make buying decisions more quickly.

This report leverages our latest survey of 550 financial advisors about their online behavior and preferences. It reveals that digital experiences can make the difference in persuading advisors to choose—or keep—your products at every stage of the decision journey, including:

  • Eleven digital touchpoints that prompted advisors to consider a new product in the past year.
  • Six key elements of the website product profile that prompt advisors to choose your fund over a competitor’s.
  • Digital touchpoints that kept more than two-thirds of advisors from redeeming a fund they were reconsidering.

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This report is available to all firms that are subscribers of our WalletShare service. If you are interested in purchasing this report, or joining WalletShare, please contact us.

Download the sample report