Customer experience and effective financial management are top concerns for advisors when considering adding new, advanced technology. How can a robo-advisor or AI be trusted to put the customer first, navigate complex situations, and provide the same level of customer experience that a seasoned advisor may provide?

Picture a world in which AI unlocks a sustainability revolution right in time for the massive upcoming wealth transfer. That’s the world you’re living in now. Millennials and Gen Z are sustainability-focused and future-forward. They are keen on leveraging data to make informed, impactful decisions.

Robo-advisors are the future of finance, providing a data-driven approach to wealth management that tracks trends in real time and allows investors to have full confidence in their analytical and computational abilities.

Wealth management will always be a relationship-driven profession. And, even as advisors introduce new toolsets to manage portfolios, they must ensure that their customers continue to trust them. Leveraging technology in wealth management is a delicate balance.

Wealth advising in times of market volatility is an art, one that requires a balance of personal wisdom and decades of data. Market volatility can stir a lot of anxiety..

Financial advisors need to maintain relationships with their customers and provide them with constant value. Customers want to know that advisors are hustling for their business and investments. With the nonstop stream of news, advisors can expect their customers to be attentive..

Robo-advisors are an incredible fintech resource, but their use must be balanced with a human touch. The robust data processing provided by robo-advisors paired with human expertise provides clients with a holistic advisory experience.

A $10 trillion generational wealth transfer is predicted for 2025, and it will change the wealth management industry as a whole. Not only is wealth shifting, but expectations around the wealth management experience are changing, too.