Digital experiences are table stakes. Do you need to up the ante?
Whitepaper | Deep impact: 3 critical steps to creating an effective digital strategy
Advisors dismiss a digital strategy at their own peril. Far from a contest between man and machine, today’s technology complements a financial planning practice in ways that strengthen the client experience, streamline processes and exponentially enhance growth.
In order to develop an effective digital strategy, we will examine:
- Why financial planning should be at the core of the digital experience
- Why the digital strategy should not only be client-centric but planning-centric
- Why a digital strategy needs to span the client journey
According to Cerulli’s Advisor Metrics report, heavy technology users spend 34 percent less time resolving client service issues