Why Virtual Advisors are The New Normal

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Why Virtual Advisors are The New Normal

Why Virtual Advisors are The New Normal


6 MIN READ

The wealth management industry will undergo monumental shifts in the next ten years. Consumers today increasingly use Skype or FaceTime to discuss personal matters and connect with friends and family globally. Factors such as evolving new customer segments and rapid technological advancements are why virtual financial advisors are the new normal.

Large global wealth management firms are taking notice. More focus is being placed on virtual advice centers that attempt to deliver a high level of personal service from high-caliber advisors. This is in stark contrast to more traditional call centers with less personalized advice.

Source : https://blog.xyplanningnetwork.com/consumer-blog/why-virtual-advisors-are-the-new-normal