Despite numerous public discussions and debates about the preferences, attitudes and habits of Generation Y (Gen Y, or Millennials), they remain enigmatic for many marketers and businesses. This means that they represent an essential client-pool for financial advisors and a vital target for the future. Read this white paper to find out just how much of an impact the Millennials will have on economic growth and what their perspective is on financial services, savings goals, retirement planning and investment products
In today’s digital economy, banks and wealth management firms have access to large amounts of data about their clients. Unfortunately, it’s hard to draw meaningful insights from it all. Without insights, there are missed opportunities to provide personalized service that engages, increases loyalty and drives growth. As business models become increasingly customer-centric, behavioral insights integrated with cognitive computing are vital for delivering on this new business reality. Read our latest eBook to find out more about the science of client insight.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.