02.01.22
How Advisors Are Using Tech Now: Survey
by: Michael S. Fischer
A survey of 493 financial advisors and employees of financial advisory firms from Broadridge Financial Solutions and the Financial Services Institute found 92% of respondents felt satisfied with their technology capabilities, although opportunities for improved technology to better meet their practice objectives still exist. Eighty-three percent believed better technology tools would significantly improve new client acquisition, while 51% said they continue to conduct formal client meetings virtually. Meanwhile, 64% of advisors noted increased interest in cryptocurrency from clients, and a third said clients have shown growing interest in environmental, social and governance investments.
Read the full article on ThinkAdvisor
Interested in More Technology Insights?
Join us at the 2022 BISA Annual Convention, held February 27-March 2 at the Fontainebleau Miami Beach in Florida, for numerous sessions on the impact of customer experience and technology on business strategy and growth:
- 4 Steps to Building an Effective Digital Presence
- BISA Family Feud - The Future of Digital Assets in Wealth Management
- Remote Delivery of Financial Advice Beyond the Branches
- The Modern Playbook for Growth; The Future Is Now
- The Next Digital Frontier - Financial Wellness as a Solution - (WaaS)
- The Role of Technology in Differentiation
The 2021 issue of Portfolio magazine also includes two technology-focused articles: an interview with Jonathan Allen and Josephy Pellissery of Wescom, "Adjust, Adapt and Adopt: A Strategic Pathway to Digital Transformation," and Rich Blake's "5 Tech Trends Worth Watching." Not a BISA member? Join BISA today to gain access to exclusive member benefits like Portfolio magazine.