What Is Hyper-Personalization – And Why Should It Be Important to Financial Professionals?What Is Hyper-Personalization – And Why Should It Be Important to Financial Professionals?
In a world on the cusp of historic wealth transfer, hyper-personalization emerges as a pivotal strategy for financial advisors to attract, retain, and deeply engage clients.
August 15, 2023
Sponsored by Atria Wealth Solutions
In this FastChat video, Atria Wealth Solution’s Brian Bichler explains that, by integrating cutting-edge technology with human connectivity, advisors can ensure that their services are aligned with clients' values while fostering lasting relationships.
• Understanding Hyper-Personalization: Learn how hyper-personalization responds to clients' expectations for personalized financial guidance, values-aligned investments, and multi-generational relationship building
• The Role of AI: Discover how artificial intelligence complements financial advisors' expertise by processing vast amounts of client data, enabling faster and more informed decision-making
• Advisor-Centric Approach: Understand that while AI augments the process, financial advisors remain central to client relationships, orchestrating experiences, and ensuring trust-building interactions
• Wealth Transfer Readiness: Prepare for the coming $84 trillion wealth transfer and how hyper-personalization equips advisors to navigate this transition seamlessly, connecting with the next generation of clients
• Trust and Values Focus: Embrace the significance of building trust through genuine understanding of clients' values associated with their finances
