White Papers

WealthBriefing Research Spotlights Social Media Use For Wealth Managers

Anna Hallissey Researcher London 16 June 2016

WealthBriefing Research Spotlights Social Media Use For Wealth Managers

This publication is pleased to release its latest white paper, focused on the growth of the omni-channel service model within wealth management, and how practitioners can seek to gain efficiencies through the use of social media.

The digital revolution has seismically shifted clients’ service expectations and, in particular, their preferred methods of communication. Traditional channels alone will no longer suffice as a younger generation raised on technology starts to inherit and create wealth, and  as the majority of the population naturally becomes more digitally literate.

Accordingly, WealthBriefing has extended its research into the wealth management digitalisation story further once more with the launch of our new white paper – this time, tackling the oft-debated subject of advisors on social media and how to seamlessly provide omni-channel client servicing.

Survival Of The Fittest: The Rise Of The Omni-Channel Advisor And The Social Media Paradigm combines expert knowledge shared by leaders in the field at a Breakfast Briefing held by this publication. It features data on the current state of omni-channel usage by advisors, and, importantly, highlights where front-line staff seek changes to better manage their client relationships.

Produced with our research partners Hearsay Social, this piece explores how wealth managers are moving towards truly omni-channel client servicing and communication models, with many achieving huge engagement and efficiency gains from empowering advisors in this way. With digital innovation no longer a “nice to have”, learning how to leverage a plethora of new tools both compliantly and cost-effectively is now an urgent priority across the sector.

Drawing on extensive industry experience and technical expertise, this report tackles:

  • Potential outcomes from omni-channel client communication and servicing models
  • What business leaders and marketers must do to help advisors adapt and increase productivity
  • How wealth managers can implement an omni-channel approach and adapt it over time to maximise ROI and minimise risk to the business.

As a member of the WealthBriefing network, please click here to download your complimentary copy of the white paper.

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