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Access to personalized and advanced financing solutions is part of the holistic approach many clients now crave, especially within the high-net-worth (HNW) investor market. Recent research by PwC showed that 39% of HNW investors have switched or added a wealth management relationship in the past three years and 46% anticipate making such a change within the next two years. Why? A failure to align services with clients’ changing needs, minimal innovation in product offerings, and lackluster technology.
How do you broaden your appeal to HNW investors? One way to expand your holistic service offering is to offer lending advice and solutions. Financing can relieve a variety of challenges for clients, but the process is often time-consuming for advisors. Tailoring financing to your client’s needs elevates your value in the client relationship. However, without technology to streamline the process, advisors, and clients get bogged down in the traditional approach of sifting through the options, requirements, and other specifications.
Learn how to provide a high-touch approach when evaluating clients’ specific needs and goals, deliver exceptional service beyond traditional offerings, and incorporate innovative services and assets inclusive of broad financing options and alternative investments.
Download the white paper to learn more.
