HNWIs attitudes to digitalisation

Tuesday 6 July 2021
09:00 - 10:00

How can digital interfaces be introduced to the service mix without losing the personal touch?

According to recent global research by EY, 51% of private clients plan to make even greater use of digital tools in the future as a result of Covid-19, and the figure is even higher amongst millennials (78%).

But not all clients are keen – the older generation are reluctant to use technology and see it is undermining the trusted adviser relationship.

We will be discussing how digital interfaces be introduced to the service mix without losing the personal touch, and in particular:

  1. What technologies do clients REALLY value – instant messaging, on-boarding tools, robo-advice, document sharing etc?
  2. How do you introduce tools without alienating your technophobe clients?
  3. Technology can give clients greater transparency into performance and fees.  How to deal with this scrutiny?
  4. What are the skills your advisers need to learn to deliver a blended human/digital service?  Will they be able to break old habits?
  5. Predictions for the future?  How will the private client wealth and professional services sector be different in 5 years?

These events are invite-only, but please get in touch if you’d like to request an invitation.