Magical
So easy to customize you will think you have developed super powers.
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Communications between advisors and their clients have become increasingly interactive due to mobile apps and social media. Today’s investors control, choose, define, and comment on information and communications, in real time.
Audiences Have Become Users
We have tools to help you adapt.
Digital communication is increasingly preferred by investors. Omni-media means giving investors the information they want, when they want it, on their preferred device.
Mono-media to Omni-media
We meet shareholders where they are.
More of today’s investors are accustomed to live interactions and constant, 24/7 availability. Technology is making continuous and real-time communications easier and more affordable.
From Periodic and Delayed to Continuous and Real-Time
We have one platform with multiple channels.
Nope. You are Not Dreaming
This type of template series Hubspot really does exist.
Trend 1: Audiences Have Become Users
A passive “audience” experience has now become an active “user/consumer” exchange. Communications between advisors and their clients have become increasingly interactive due to mobile apps and social media. Instead of the passive investors of yesterday who only receive information via postal mail, today’s investors have the power to control, choose, define, and comment on information and communications, in real time.
Trend 2: Mono-media to Omni-media
Mono-media has evolved into omni-media. Paper-based communication persists in the wealth management industry, for reasons of tradition, familiarity, and beliefs about best practices. The COVID-19 pandemic showed that digital communication can be more effective at engaging investors, especially when brokers embrace multiple media channels and platforms. Omni-media means giving investors the information they want, when they want it, on their preferred device. In other words, the wealth management industry needs to be able to engage investors where, when and how they want.
Trend 3: From Periodic and Delayed to Continuous and Real-Time
Periodic, non-real-time communication has become continuous and real-time. Brokers that limit communication to traditional documents, whether paper-based or email, will be increasingly ignored by today’s investors, who are used to live interactions and constant, 24/7 availability. Technology is making continuous and real-time communications easier, more flexible and more affordable.
