In our industry, there has been an explosion of choice. Clients can trade online for free, leave their investments to grow in a digital advice platform, or work with a traditional advisor—and they can choose to do any of it with an ever-growing number of providers.
What role will technology will play in the future? We can only speculate. But by looking into the past, we may start to envision how technology will shape our business relationships in the future.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.
Don’t ignore the pulse of your marketplace. If you do, you run the risk of leaving serious opportunities on the table. Business leaders who are in-tune with the influences shaping their industry are in a better position to evolve as their customer needs evolve. They are the pioneers. The ones who stay at the forefront of innovation year after year.
If you haven’t optimized your website for mobile use, now is the time to embrace the mobile movement and give your clients an experience they’ll want to come back for again and again. To get you started, here are 10 ways to put your mobile clients’ needs first.
How are you applying your knowledge to the technology you offer? Did you know that different client-facing digital experiences help to serve different client personalities? Take, for example, a client-facing personal financial management website. In the sections that follow, you’ll find 5 tech-driven client personalities and how a client website can serve them best.
When it comes to online interactions, design is key. It works with the substance of your service to create an engaging experience that will keep clients and prospects coming to you for online wealth management time and time again.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we discuss how to conduct your meeting remotely using emX’s screen sharing feature.