Why Investing Will Never Be the Same - The Future of Advice | A.T. Kearney
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Transcript of Why Investing Will Never Be the Same - The Future of Advice | A.T. Kearney
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Why Investing Will NeverBe the SameSix Requirements for Success
The Future of Advice
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The Future of Advice
There are six requirementsto successfully compete inan increasingly competitivemarket for investmentservices providers,according to A.T. Kearney’sstudy of 3,500 U.S. bankedmass-a�luent consumersand their investmentbehaviors and preferences.
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The Future of Advice
Expect increasingly explicitprice competition and ahigher level of switching.
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The Future of Advice
Incorporate digital capabilitiesinto all investment serviceo�erings, both productsand experiences.
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The Future of Advice
Understand digital investingto be about client interface,user interfaces, and accessto relevant informationand reporting, ratherthan investingalgorithms.
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The Future of Advice
Make “human”access availableas a resource forboth interpretationand digital helpdesk support.
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The Future of Advice
Expect mass-a�luent investormigration in both directions,both toward more “human”advisor support as wellas increased digitalcapabilities.
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The Future of Advice
Plan for a worldwith much greatercompetition andmany more flavorsof hybrid adviceand servicedelivery models.
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To learn more about theFuture of Advice studyand download the fullWhy Investing Will NeverBe the Same findings,please visit:www.atkearney.com/financial-institutions/future-of-advice