The financial industry is evolving at lightning speed. In fact, the median RIA firm more than doubled its assets under management over the past five years. The savviest firms see an opportunity to capitalize. And the number one growth driver they’re focusing on? Client experience.
Today’s RIA investor is looking for an experience that’s efficient. They want their interactions with the firm to be highly automated, frictionless, integrated, and collaborative. They’re looking for an advisor team that’s smart. They want a firm that anticipates their unique, individual, shifting needs and that reaches out with insight and opportunities proactively. Perhaps most essentially, today’s RIA client is looking for a firm that’s trustworthy – that acts in their best interest, maintaining gleaming compliance with all necessary regulations, and providing transparency into pricing models that are always value-based.
What’s getting in the way of RIA firms delivering the ideal customer experience? Several categories of barriers. Read the full report to find out what challenges may be impeding your firm, what success can actually look like, and what role technology can play to help.
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