Advisors are losing business due to subpar wealth management solutions
While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. In the inaugural 2022 Connected Wealth Report, we asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business. Read the full press release.
Read the report and gain insights like:
of advisors have lost business from clients and prospects because of outdated technology
of advisors say Millennials & Gen Z require a different type of engagement than Boomers and Gen X clients
of advisors said that integrating social media platforms into client-facing tools is a must-have
of advisors said deeper investment product knowledge has dramatically impacted the way they work with clients
of advisors spend two hours on average scheduling, running, and reconciling reports before each client meeting
of respondents consider their technology to be an extension of their practice
If you want to be among the first to hear the findings, please join us for the InvestmentNews webinar Advisor Tech Wish List: What do advisors expect from their technology? at 4 P.M. ET on December 6.
This webcast will feature a panel discussion around the insights gleaned from the 2022 Connected Wealth Report. The panel will include Advisor360°, Accenture, and MassMutual, and will be moderated by Ryan W. Neal of InvestmentNews.
Advisor Tech Wish List: What do advisors expect from their technology?
Duration: 60 minutes
Technology and financial advice have never been more intertwined. From the products and services advisors offer clients to communication expectations to prospecting and how a practice is run—technology is the lifeblood of wealth management.
The discussion will include:
- The biggest challenges advisors face with current technology setups and the difference between wanted tech and needed tech
- What is the “right” level of autonomy clients should possess in managing their portfolio
- The communications and technology expectations of younger clients
- How advisors use technology to measure the strength of client relationships
- The products and services that matter most to clients
Scott Reddel | Managing Director, Wealth Management Lead, Accenture
Grant Piller | Financial Planner and Owner of Piller Financial Group, MassMutual
Richard Hart | Senior Vice President, Corporate Development, Advisor360°
Ryan W. Neal | Technology Editor, InvestmentNews
About the research
The Advisor360° 2022 Connected Wealth Report asked 300 financial advisors and executives at large broker-dealers, registered investment advisors, and bank trust companies across the U.S. for their perspective on the role that their technology plays in helping facilitate their business. The telephone- and email-based survey was conducted during September 2022 among financial advisors and other executives at firms with billions of dollars in assets under management and more than 1,000 employees on average. The survey was conducted by Coleman Parkes Research on behalf of Advisor360°. Advisor360° and Coleman Parkes are separate and unaffiliated organizations.
About Coleman Parkes
Coleman Parkes is a full-service B2B market research agency specializing in IT/technology studies, targeting senior decision-makers in SMB to large and enterprises across multiple sectors globally. For more information, contact: email@example.com.