Today’s technology can deliver everything from a raw data dump to meaningful client presentations. Technological advances have also made it possible to deliver more information to clients more efficiently than ever before. It’s a development that has many benefits but also one great potential drawback: a reduction in the amount of personal contact between advisors and their clients.
Read our Barron's article
on how to retain a human touch as you roll out the latest technological solutions for clients:
• The best technology is only as good as what the client can digest
• Information delivered in an automated way might appear as a one-size-fits-all solution
• Technology cannot distinguish good information from bad
• Technology cannot have discussions
for additional information.