| The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow accustomed to the ease and flexibility that digital technology offers in other industries, they’ve come to expect similar conveniences when it comes to their interactions with advisors. Recently, WealthManagement.com and Informa Engage surveyed advisory firms on behalf of Salesforce to understand their use of technology tools and metrics to support their practices. They found an increasingly technologically savvy industry that is looking forward to further leveraging digital tools. |
