Use of Online Tools
Study after study confirms that investors are spending more time online. They are turning to the Net to
- Manage their accounts
- Transfer balances
- Select investment options
- Communicate with advisors and providers
- Participate in blogs and forums on financial topics
- Learn more about investment topics and investment options
Is your firm meeting the needs of these investors online? Are you engaging your clients when, where and how they want to communicate with you? And, importantly, how can you better serve your clients so that they are very satisfied with the quality and quantity of service they are receiving from you?
Are you missing some profitable opportunities because you lack the right online tools that will engage investors the way they want to be engaged?
The online world has changed the client communication landscape – a landscape that evolves with each new mobile device, app, or social media iteration. Your clients and potential customers are choosing their preferred means of communication – are your marketing channels up to speed or are you falling further and further behind?
Use of Online Tools gives you timely insight into:
- Investors’ use of social media
- How today’s investors use their providers’ websites
- Which investing tools investors would like their advisor to provide
- How your customer’s would like to interact with you
Your clients are spending more time online. Are you there with what they want, when they want it, or will they find what they need elsewhere? $49.95
