Two of a Kind: Advisors and Investors Crave Meaningful, Actionable Content

Engaging millennials via digital channels will be of paramount importance to the investment advisors in the near future. Millennials are poised to inherit $30 trillion in financial and non-financial assets over the next 30 to 40 years, and see digital as a key factor in their relationship with financial advisors.

Yet many brokers lack the capacity to flow data throughout their organization and aggregate it into viable use for customers. Configurable, dashboard-style solutions are emerging to organize data from multiple sources, allowing them to prioritize what is most important to the advisors and give them the tools to take action.