A New Model for Investor Engagement
- Date: April 17, 2024
- Author(s):
- Greg O'Gara
- Report Details: 11 pages, 4 graphics
- Research Topic(s):
- Wealth Management
- Digital Wealth
Foreword
This report, sponsored by Capintel, examines emerging investor dynamics that compel the reimagination of the client experience in wealth management. This research report was independently produced by Javelin Strategy & Research. Javelin Strategy & Research maintains independence in data collection, findings, and analysis.
Overview
The wealth management ecosystem stands at a transformational point. Monumental shifts in investor demographics, preferences, and behaviors have mingled with the turbulent backdrop of technological change. This has propelled the traditional advisory model into new territory, one that redefines accepted notions of investor interaction. Advisors that fail to leverage new digital tools in combination with brick-and-mortar engagement risk losing relationships, assets, and future market share. By contrast, those strategically positioned to adopt an enhanced model of investor interaction, centered on long-term holistic advice, will accelerate their value proposition over the coming decade.
In this new engagement model, dynamic touchpoints along the client lifecycle need to align short and long-term goals with the personalized delivery of wealth management products and services. This vision supports a coordinated omnichannel investor approach, blending traditional guidance with efficient digital tools to reduce the workflow burden. It is underpinned by a unified financial data model, captured in the tech stack, and delivered through personalized portfolio construction and financial advice to create a compelling investor experience.
Download Whitepaper Form
Related content
Art Meets Fintech: Curating the Future of Wealth Management
The world of art collecting and investment, once the province of ultra-high-net-worth investors, is being made more accessible by a range of fintechs offering a variety of ownershi...
T+1: Balancing Efficiency, Risk, and Global Coordination
As the United States implements a T+1 settlement cycle in securities transactions, the country is poised to achieve a significant milestone. Successful preparation for the cycle, w...
Financial Planning Platforms Get Savvy
Pressure is mounting for tech vendors that cater to registered investment advisors to grow market share while the pool of financial advisors remains relatively static. In tandem, t...