With the vast majority of advisors beginning their evaluation of investment products and asset managers online, the digital experience a firm offers has long affected advisors’ perception of a firm and, at times, been a tipping point in their decision to do business with a firm.
Our recent research, 4 Ways to Set Up Your Digital Experiences for Success with the Next Generation: Digital Engagement Leaders 2019, identifies a number of best practices for engaging the next generation of advisors and investors, and offers examples of how asset managers are implementing these best practices.
Purchase this report to explore practical recommendations for delivering a customer experience that wins over the next generation of advisors and investors. We provide valuable examples of how leading firms are already embracing these practices.
Primary audience: Executives and managers of marketing, distribution, national accounts and business intelligence
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.