There’s an opportunity to empower wealth advisors to deliver the personalized advisory experience that investors increasingly expect.

Investors’ expectations are increasing: By using predictive tools and AI, firms like Amazon and Netflix anticipate their needs and offer them what they’re looking for before they even know what that is. In the process, these firms are setting new standards for personalized experiences, creating the expectation that any information, product, or service that customers want will be available in context in their moment of need. Naturally, customers start to expect the same from their investment firms.