How Today’s Investors Search, Communicate, and Engage
Modern investors are accustomed to digital interactions — accessing information and completing transactions instantly with just a few taps on their mobile devices. They expect the same seamless and interactive experiences from their financial advisors. Static reports and quarterly calls are no longer enough. Millennials and Gen Z investors, in particular, have grown up with technology at their fingertips, making frequent, interactive communication a necessity rather than a luxury.