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According to abrdn, nearly three-quarters of clients want some degree of remote advice from their adviser in the future, with just a fifth wanting only face-to-face interaction.

“This is a win-win for everyone. Clients benefit from bespoke interactions that suit them and their schedule, while the speed and convenience can help advisers increase capacity and drive efficiencies by cutting down on factors like travel time and cost.” Noel Butwell, CEO, adviser platforms, at abrdn.

“While in the past face-to-face meetings were the norm, these findings show the majority of clients now want to use tools like video calls for consultations and will be seeking ongoing flexibility in how they interact with their adviser.”

Pandemic reshapes how clients engage with their financial adviser for the long term. Read the full article here.

A regular face-to-face virtual meeting is far more efficient and a lot more convenient than the six-month or annual review meeting. A catchup with your client over Zoom typically takes less than 30 minutes whereas a face to face meeting with travel time can easily take half-a-day or more out of your diary.

Clients are happy that it saves you time, because it’s saving them time too.

More than half of advised individuals (56%) are now happier to receive advice remotely, prompted by greater familiarity with digital tools like Teams and Zoom (57%), and the convenience and efficiency it offers their lifestyles (47%).

“When it comes to building on these relationships, having support from technology will be key. The right platform technology can help advisers deliver insightful, high quality advice at every life stage, and provide tools to help simplify complex financial situations to help give clients peace of mind.”

By using moneyinfo, alongside your preferred video calling technology, (Teams, Zoom, Webex, GoToMeeting etc.) we can make the whole financial planning journey an easy one for your clients.

We provide an app for both your clients and your team to communicate securely from whatever they device they’re using – smartphone, tablet or PC. With WhatsApp style messaging, document sharing and eSignatures processes that can take weeks can be completed in minutes, with a complete audit trail of the correspondence and automated filing of the paperwork for both you and your client.

“Pretty much all of our documents are now electronically signed via the portal and this has really speeded things up. Instead of sending a document out and waiting a week for the client to post it back, most clients do it instantaneously.”

Alan Flack, head of projects, Town Close Financial Planning.

No more email, no more post. Convenient, instant and secure digital interaction via your own fully branded app.

What are you waiting for?

Click here to organise a demonstration.


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