blackdiamond.advent.com | [email protected] THOUGHT LEADERSHIP FROM A TECHNOLOGY LEADER Elevating the Client Experience Must Be a Top Advisor Priority Advisory firms must think digitally to engage tech-savvy clients efficiently and at scale. That seemed like a prime time for financial advisors to solidify client relationships. A recent J.D. Power study, however, illustrates that many advisors may not be following this path as closely as they should. The study shows that nearly one-third of clients have not heard from their advisors since COVID-19. What’s more, the study highlights that advisors trail what clients want in terms of digital channels, which is critical to increasing overall client contact levels and engagement. 1 As safety and economic concerns persist, it is clear th

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