June 9, 2021
Technology has spoiled us with personalization. Ads for goods targeted at our desires are all over the technology and social media consumers use and that same personalization is being desired in investing. Surveys indicate that three of the top four needs investors want to be addressed are personalization. They want money-saving tips tailored for them, investment ideas and vehicles that work specifically for them, and personalized analysis of investing habits. This new set of needs also needs to be addressed digitally as clients are moving to electronic communications with advisors. Technology should augment the client’s journey by providing tailored advice that can give a personalized experience. These may be new challenges for advisors, but there is good news. The pandemic has made one in four people seek out a financial advisor. However, nearly 77% of advisors have lost a client since the pandemic due to inadequate technology services.
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This blog is sponsored by Magnifi. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisors before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of Magnifi. [As a technology company, Magnifi provides access to tools and will be compensated for providing such access. Magnifi does not provide brokerage or custody services.]
