Whitepaper | Embracing technology to connect with high-net-worth clients

September 13, 2019 by Kelton Corcoran

Embracing technology to connect with high-net-worth clients whitepaper cover image

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

High-net-worth investors have indicated their dissatisfaction with mobile and online financial platforms, presenting a key opportunity for wealth management firms.

Many advisors who serve HNW clients believe that harnessing technology is the key to growing their practices. Still, fewer than 50 percent of HNW clients are satisfied with their mobile and online financial platforms, presenting a key opportunity for wealth management firms.

As HNW advisors choose to embrace technology across their practice, consider these tips for maximizing the connection made with this valuable client segment.

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