[INFOGRAPHIC] 65% of HNWIs expect this within 5 years – or they’ll leave

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65% of high-net-worth-individuals expect you to be doing THIS in the next five years.

57% your clients are considering leaving your firm if you don’t start soon. That same 57% also expects you to run your firm based primarily off of this.

How can you avoid losing clients, and listen to these rising demands?

BLOG inforgraphic HNWIs


As the WorldWealthReport.com pointed out with this infographic:

“Digital has become the new wealth management industry mandate for meeting client expectations, providing integrated client experiences, reducing flight risks and increasing profitability.

“Regardless of age, wealth level, geography and need for advice, HNWIs are demanding digital capability from the wealth management industry and two-thirds would consider leaving their wealth management firm if an integrated experience is not provided.”

These savvy investors are looking to jump into the 21st century with their financial advising – and they’re in the majority. They’re looking to stay engaged with their advisors, and  informed about their finances – something that’s up to you. They want their information to be transparent and want to be able to access it without having to run an obstacle course.

How will you deliver?

For advisors interested in learning how an on-demand, easy to use client portal like Blueleaf automates seamless client engagement, reach out to info@blueleaf.com or (877) 882-5287.

Corinne is an emerging expert on social media-based communication, with a BA in Public Relations, Advertising, and Applied Communication. Content Manager at Blueleaf, Corinne enjoys organizing content in the cleanest and most elegant way possible. Outside of Blueleaf offices, she can be found performing in comedy, on the elliptical at the gym, or trying to conquer the latest video game. Connect with her on Twitter @CorinneDeCost.
  • Christian Rhodes July 10, 2014, 3:50 pm

    As a former Head of Digital of a Private Bank I agree with the above and have for some time. Data is going to play a big part in serving relationships.