Trends Report

Create Cohesive And Customized Financial Solutions Through An Integrated Financial Advice Model

November 28th, 2019


Integrated financial advice models mean financial advisors will need better data, systems of insights, and automation to drive better insights and scalable financial advice. Dynamic real-time insights will make advice more timely and relevant to customers. Data aggregation providers are going beyond data access to uncover real-time insights that drive better experiences for customers and more efficient operations for financial services firms. Investment firms that emphasize trust and transparency in every digital interaction are setting the foundation for the future of financial advice: Personal Capital’s landing pages convey trust, giving prospects and customers the confidence to share their personal data. Merrill Lynch’s home page enables prospects and customers to navigate the site by choosing life priorities that are relevant to them.

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