ESG investing presents a new form of social capital for firms. Clients who receive a strong ESG investing experience are more likely to promote their advisors, add AUM, and refer friends.
As large wealth management firms head into the middle innings of advice transformation, they’ll face a new set of personalization risks.
Here's our take on building a personalized (and differentiated!) sustainable investing experience for clients. It's a spot where, in our view, wealth management firms are falling short.
Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.
A personalization strategy is only as good as the data that underpins it. Wealth managers are moving beyond “found” data to create their own unique client data.