We estimate that 55% of investors have a mismatch between their ESG preferences and portfolio – a clear opportunity for advisors to sharpen their pencils when profiling clients about ESG.
As large wealth management firms head into the middle innings of advice transformation, they’ll face a new set of personalization risks.
Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.
Clients are confused about sustainable investing terms and concepts. Is your ESG web experience pulling clients in or pushing them away?
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.