Speaky Magazine
  • Home
  • About
  • Celebrity Gossip
    • Scandal
  • Lifestyle
    • Shopping
    • Fashion
    • Wedding
  • Tourism
    • Places
  • Trends
    • Opportunities
  • Renovation
    • Exterior Design
    • Interior Design
    • Garage
    • Gardening
  • High Tech
    • Devices
    • Digital Marketing 
    • Internet
  • Games/Sports
  • Vehicle
  • Well-being
    • Diet
    • Exercise
    • Fitness
    • Healthy Food
    • Natural Remedies
    • Spa
    • Yoga
  • Write for us
  • Privacy
  • Contact US
Home  /  High Tech  /  How technology has changed the relationship between financial advisors and their clients

How technology has changed the relationship between financial advisors and their clients

Alonzo Walker November 26, 2019 High Tech Leave a Comment

The past two decades have seen a transformation in how we interact with one another, thanks to advances in technology. From socialising online to completing financial transactions, technology has had a huge and irreversible impact on our personal and business relationships. And there are some surprising examples of how it’s affected the advisory sector.

Image Credit

Looking for your dream partner

You wouldn’t necessarily associate dating apps with software for financial advisors. But startup company Zoe Financial has taken its lead from dating apps in its approach to helping investors find the right financial advisor for their needs. The idea is that their matchmaking engine filters out bad matches so that customers can choose from a shortlist of advisors that tick all the right boxes. The fact that its goal is to find a professional match rather than a social or romantic match means that the recently reported effects of ‘swipe fatigue’ are unlikely to apply.

Image Credit

Robust client relationship management

These days, a good, user friendly client portal is considered essential to a successful advisory business. Dedicated in-house CRM software for financial advisors, which incorporates the automation of back office functions and compliance, has meant that advisors can spend far more time with their clients. Keep reading sites like omegle.

While investors relied on quarterly statements for their portfolio information a decade ago, today’s 24/7 online access to investments means that they can now keep tabs in real time. This in turn opens up more opportunities for customers to talk to their advisors.

A wider appeal

Technology has provided new ways to invest and to offer investment advice, from supporting the more traditional advisory practice to offering robo-advice. Now, software for financial advisors at Intelliflo and other providers can deliver the whole package, managing everything from providing financial planning to a self-service client portal.

With online portals satisfying the demands of younger generations who expect information at their fingertips, as well as automatic advice for those just getting into investing, software available today is introducing investment advice to a wider range of investors.

There’s no doubt that technology has opened up new opportunities for financial advisors to connect with demographics that were previously out of reach, and has taken their relationship with their existing clients to a whole new level.

 

Tags: financial advisors, relationship
Previous Article
Next Article

About Author

Alonzo Walker

Meet Alonzo, a talented writer with a passion for storytelling. With 7 years of experience, he brings a unique perspective to every piece.

Related Posts

  • disaster-proof file storage methods

    Disaster-Proof File Storage: Safeguard Your Data Forever

    May 15, 2025
  • AI apps helping refugees learn languages

    How AI Apps Are Helping Refugees Learn Languages: A Journey of Connection

    May 12, 2025
  • best way to store batteries safely

    Best Way to Store Batteries Safely: A Comprehensive Guide

    May 4, 2025

Leave a Reply

Cancel reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Search

About Speaky Magazine

Speaky Magazine was founded in January 13, 2018; more than 1 and half yeas ago. The context has changed, although the basic concern remains: to guide the reader through a trends perspective of reality (local and global), helping him to form an informed, well-founded and mature judgment on the issues discussed in society. In other words, contribute to the formation of a conscience capable of discerning.

Read more…..

Write for Speaky Magazine

We are looking for writers, bloggers and journalists to write unique and useful articles about lifestyle and daily trends. Topics include: Decor, small business ideas, sports, lifestyle, fashion, relationship, wedding ideas, photography tips, travel tips and many more.

Read more….

Popular post

  • Four of the Best Medium-Sized Vans
  • disaster-proof file storage methodsDisaster-Proof File Storage: Safeguard Your Data Forever
  • AI apps helping refugees learn languagesHow AI Apps Are Helping Refugees Learn Languages: A Journey of Connection
  • budgeting strategies for irregular income8 Budgeting Strategies for Irregular Income: Thrive Financially
  • clever hacks to fix uneven cutting boardsHow to Fix Uneven Cutting Boards: 7 Clever Hacks You’ll Wish You Knew

Random Posts

  • How to Practice For a Job Interview October 26, 2022
  • Human Resource trends that will define the future of work August 21, 2020
  • best way to store batteries safely
    Best Way to Store Batteries Safely: A Comprehensive Guide May 4, 2025
  • What is the most basic maintenance for a car?
    Essential Car Repairs Every Owner Should Know November 19, 2024

Category Posts

  • What is the disposal method for batteries?
    Eco-Friendly Disposal Methods for Old Power Tool Batteries and Components January 22, 2025
  • How to reduce territorial aggression in cats?
    7 Proven Ways to Reduce Inter-Cat Aggression With Environmental Changes January 2, 2025
  • Why choose engineered wood flooring? December 20, 2024
  • Can wax be washed out of clothes?
    How to Rescue Your Wool Clothes from Candle Wax Mishaps June 7, 2024

Categories

  • Business
  • Celebrity Gossip
  • Devices
  • Diet
  • Digital Marketing 
  • Education
  • Entertainment
  • Exercise
  • Exterior Design
  • Fashion
  • Fitness
  • Food and Drink
  • Furniture
  • Games/Sports
  • Garage
  • Gardening
  • Gift Ideas
  • Healthy Food
  • High Tech
  • Interior Design
  • Internet
  • Lifestyle
  • Mountain
  • Natural Remedies
  • Opportunities
  • Pet Care
  • Places
  • Plumbing
  • Renovation
  • Reviews
  • Sea
  • Shopping
  • Social Media
  • Spa
  • Tourism
  • Trends
  • Vehicle
  • Wedding
  • Well-being
  • Yoga

Archives

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • August 2012
Theme by ThemesPie | Proudly Powered by WordPress