PWM Wealth Tech Summit 2022 - Next generation relationships: offering hybrid and digital client advice


Client centricity is at the top of the industry's list of priorities and is the necessary step towards the industry of tomorrow. With the one-size-fits-all model a firm fixture of the past, traditional strategies for client advice are threatening to become outdated. Today’s investor is looking for the perfect blend of traditional and digital client advice, the best of both worlds that offers low cost, ‘always on’ accessibility and a personalised, unique service. With the complexities of personalisation a clear challenge for managers, what do they need to deliver customisable solutions to their client base? Is hybrid advisory the missing link for the fully sustainable digitalisation? What does client acquisition look like in a digital and social world? How can firms better support, retain and deliver for their existing customers and appeal to new ones? What are the best methods or digital tools that accommodate all customer profiles?