{"id":49085,"date":"2021-09-14T04:00:21","date_gmt":"2021-09-14T11:00:21","guid":{"rendered":"\/us\/en\/blog\/?p=49085"},"modified":"2025-11-24T03:20:56","modified_gmt":"2025-11-24T11:20:56","slug":"grow-your-investment-advisory-with-the-right-digital-tools","status":"publish","type":"post","link":"\/us\/en\/blog\/grow-your-investment-advisory-with-the-right-digital-tools\/","title":{"rendered":"Grow your investment advisory with the right digital tools"},"content":{"rendered":"<p><b>Highlights:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A changing landscape means prospecting is more challenging for investment advisors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prospects want flexible communication channels and a deeper connection with advisors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A financial services communications platform offers multiple channels and makes it easy to connect with prospects<\/span><\/li>\n<\/ul>\n<hr \/>\n<p><span style=\"font-weight: 400;\">When you think about prospecting for new clients, what\u2019s the first thing that comes to mind? In today\u2019s climate, you should be thinking about communicating digitally with new clients and the value digital communication capabilities bring.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\t\t\t<\/p>\n<div class=\"rc-bottom-cta rc-bottom-cta__portrait\" style=\"background-color:#FF8800;flex-direction: row-reverse;\">\n<div class=\"bottom-cta-img\">\n\t\t\t\t\t<img decoding=\"async\" width=\"668\" height=\"718\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/09\/client-acquisition-onboarding.png\" class=\"responsive-image\" alt=\"Streamline ...\" \/>\t\t\t\t<\/div>\n<div class=\"bottom-cta-copy\">\n<div class=\"rc-bottom-cta__text\" style=\"color:ffffff;\">\n<h3\n\t\t\t\t\t\t\t\tclass=\"rc-bottom-cta__title headline-copy\"\n\t\t\t\t\t\t\t\tstyle=\"\"\n\t\t\t\t\t\t>Streamline client acquisition and onboarding in 4 steps<\/h3>\n<\/p><\/div>\n<div class=\"rc-bottom-cta__btn-wrapper\" style=\"\">\n\t\t\t\t\t\t<a\n\t\t\t\t\t\t\t\tclass=\"btn btn-primary btn-lg rc-bottom-cta__link\"\n\t\t\t\t\t\t\t\ttitle=\"Learn more\"\n\t\t\t\t\t\t\t\thref=\"https:\/\/netstorage.ringcentral.com\/documents\/streamline_client_acquisition_onboarding_investment.pdf\"\n\t\t\t\t\t\t\t\tdata-dl-name=\"Learn more\"\n\t\t\t\t\t\t\t\tdata-dl-element=\"button\"\n\t\t\t\t\t\t\t\tdata-dl-additional-info=\"bottom cta banner\"\n\t\t\t\t\t\t\t\tdata-no-auto-dl=\"true\"\n\t\t\t\t\t\t\t\tstyle=\"\"\n\t\t\t\t\t\t\t\tonmouseover=\"\"\n\t\t\t\t\t\t\t\tonmouseout=\"this.style.backgroundColor='';this.style.borderColor='';this.style.color='';\"\n\t\t\t\t\t\t>Learn more<\/a>\n\t\t\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>\t<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Read on to learn how a digital communications platform helps investment advisors attract and retain new clients.<\/span><\/p>\n<h2><b>A changing landscape<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The world in which investment advisors operate has changed dramatically. There are a few reasons:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client demographics have changed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Clients want deeper engagement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social media marketing rules are looser<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Robo-advisors are becoming more popular<\/span><\/li>\n<\/ul>\n<h3><b>Client demographics have changed<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Baby Boomers, previously the largest demographic of investors, are aging. Their Millennial children have begun to inherit their wealth. Investment advisors can\u2019t assume that Millennials will stick with their parents\u2019 advisors. In fact, analysts estimate that<\/span><a href=\"https:\/\/www.wealthforge.com\/insights\/how-advisors-can-retain-client-assets-from-one-generation-to-the-next\"> <span style=\"font-weight: 400;\">at least 65% of clients\u2019 children<\/span><\/a><span style=\"font-weight: 400;\"> fire their parents\u2019 advisors because the advisor took it for granted that they needed to build a relationship with their clients\u2019 children.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With that in mind, advisors must understand what Millennials want out of their relationship with financial advisors. According to a November 2020 report from the<\/span><a href=\"https:\/\/spectrem.com\/Content\/no-no-not-a-video.aspx\"> <span style=\"font-weight: 400;\">Spectrem Group<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">24% of Millennials prefer phone calls<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">14% of Millennials want video conferencing<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">7% of Millennials want a text message containing a link to more information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">7% of Millennials prefer webinars<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This data shows that Millennials aren\u2019t monolithic; they\u2019re a diverse group with more than one preference. To reach them, advisors must invest in technology that offers flexible investment advisory communications options.<\/span><\/p>\n<h3><b>Clients want deeper engagement<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">How often do you proactively communicate with clients? Do you only reach out to them once a year with an annual report on their portfolios? That might not be enough for new clients.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Take the year 2020, for example. Even if clients weren\u2019t directly affected by the global health crisis, they still felt fear and uncertainty, especially regarding their investment portfolio. They wanted their advisor to understand those feelings, and how those sentiments would impact investment decisions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To attract new clients, advisors must show they understand clients\u2019 needs and their unique situations. Providing communication channels that meet your clients\u2019 needs sends potential clients the message that you\u2019re ready to listen.<\/span><\/p>\n<h3><b>Social media marketing rules are looser<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The SEC\u2019s ruling in early 2021 on<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/investor-solicitations-via-social-media-the-new-rules-and-best-practices\/\"> <span style=\"font-weight: 400;\">social media marketing<\/span><\/a><span style=\"font-weight: 400;\"> was welcome news to advisors because it gave advisors expanded opportunities to reach out to clients through their social media platform of choice. Investors feel comfortable receiving communications from advisors on<\/span><a href=\"https:\/\/www.riaintel.com\/article\/b1mp8wpyl0sv9w\/advisors-are-using-social-media-wrong-this-investor-survey-explains-how-they-can-get-it-right\"> <span style=\"font-weight: 400;\">social media<\/span><\/a><span style=\"font-weight: 400;\">, too: 44% of Gen Zers and 66% of Millennials feel comfortable with reading investment advisory communications on Facebook, while 36% of Gen Zers and 34% of Millennials find it acceptable to read those messages on Twitter.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Advisors can capitalize on social media by making it easier for prospects to initiate conversations with them through those channels. A financial services communications platform with a social media chat function allows advisors to easily connect with prospects.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-49087\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/09\/digital-tools.png\" alt=\"RingCentral for Investment Advisors\" width=\"930\" height=\"620\" \/><\/p>\n<h3><b>Robo-advisors are becoming more popular<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Since 2008, clients\u2019<\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/how-to-build-investor-trust-7-tips-for-investment-advisors\/\"> <span style=\"font-weight: 400;\">trust in their advisors<\/span><\/a><span style=\"font-weight: 400;\"> has eroded. They don\u2019t always feel that their advisors have their best interests at heart and, in consequence, are frequently turning to robo-advisors.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Experts in the investment advisory space believe the robo-advisor market will finally exceed the<\/span><a href=\"https:\/\/digitalintheround.com\/robo-advisor-statistics\/\"> <span style=\"font-weight: 400;\">$1 trillion mark in AUM<\/span><\/a><span style=\"font-weight: 400;\">. That\u2019s bad news for advisors. How can they attract new clients as robo-advisors\u2019 popularity continues to soar?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Advisors must show they can build solid relationships in which the clients\u2019 interests come first. One step toward building trust is investing in the right communications technology.<\/span><\/p>\n<h2><b>What is the right communications technology for your investment advisory?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Investing in the right financial services communications platform helps you reach new clients. Here\u2019s how:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It offers a variety of communications channels<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It lets you respond quickly to market shifts and crises<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can respond in a timely fashion to investor queries<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add value through sharing your knowledge and expertise<\/span><\/li>\n<\/ul>\n<h3><b>A financial services communications platform offers a variety of channels<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">For years, clients didn\u2019t have many options when it came to communicating with their advisor; it was either over the phone or in person. Technological changes have changed that. Now, clients can reach out to their advisors through social media, text, or video conference in addition to email.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Investing in a financial services communications platform gives your clients and prospects options to communicate with you. These platforms support a variety of communications channels, including telephony, text, and video conference.<\/span><\/p>\n<h3><b>A financial services communications platform lets you respond quickly to changing situations<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Let\u2019s say flooding strikes the Midwestern US. Crops are ruined. Clients panic. What will happen to their investments?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You don\u2019t have to wait to be in the office to send out an update. Financial services communications platforms run in the cloud, so you can access them on any device. Even if you\u2019re at home, you can send out a mass message to clients to let them know what\u2019s going on and what next steps they should take.<\/span><\/p>\n<h3><b>Respond in a timely fashion to investor queries<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Because a financial services communications platform runs in the cloud, you can respond to client queries wherever you are. You don\u2019t have to wait to be in the office to answer a text, and you can hold a video conference from anywhere with internet access.<\/span><\/p>\n<h3><b>Add value through sharing your knowledge and expertise<\/b><\/h3>\n<p><a href=\"https:\/\/advisors.vanguard.com\/iwe\/pdf\/ISGPPE.pdf\"><span style=\"font-weight: 400;\">Research from Vanguard<\/span><\/a><span style=\"font-weight: 400;\"> shows that clients and prospects want investment advisors to educate them about markets so they make the right decisions. A financial services communications platform makes that simple.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When a new article comes out on a topic you think will resonate with investors, share the link through a text message or through social media chat. Video conferencing capabilities make it simple to hold educational webinars.<\/span><\/p>\n<h2><b>RingCentral helps you grow your investment advisory with a financial services communications platform<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">RingCentral\u2019s financial services communications platform features the capabilities you need to transform prospects into long-term clients. It\u2019s simple to communicate through multiple channels. To learn more,<\/span><a href=\"https:\/\/www.ringcentral.com\/office\/industry-solutions\/business-communications-for-financial-services.html\"> <span style=\"font-weight: 400;\">get a demo<\/span><\/a><span style=\"font-weight: 400;\"> today.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Highlights: A changing landscape means prospecting is more challenging for investment advisors Prospects want flexible communication channels and a deeper connection with advisors A financial services communications platform offers multiple channels and makes it easy to connect with prospects When you think about prospecting for new clients, what\u2019s the first thing that comes to mind? &#8230;<\/p>\n","protected":false},"author":29,"featured_media":49086,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18836],"tags":[40689,3865,40687],"class_list":["post-49085","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-services","tag-digital-communication-platform","tag-financial-services","tag-investment-advisory-communications"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Grow your investment advisory with the right digital tools | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"Investment advisor\/client communication preferences have evolved. 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