Digital Advice and the Client Journey

June 6, 2018

8 key elements to help you find the best path forward

What do you hope to accomplish with your digital strategy?

First, take a big-picture look at your advisory practice with the 8 critical elements in our newest paper. Using what you learn can help position your firm for a successful digital advice strategy.

Complete the form below and get our paper to learn: 

  • How to assess your firm’s experience, growth and efficiency goals
  • How to get in the heads of your clients by identifying needs and touchpoints
  • When and how your advice and digital capabilities can converge to enhance collaboration
  • How you can transition your clients to a high-tech business model without losing your high-touch reputation

Put time into understanding who you’re serving, what their preferences are and what motivates them into action.

Get the paper

For more information, contact an SEI advisor consultant at 888-734-2679.

Legal Note

The SEI Advisor Network is a strategic business unit of SEI Investments. Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.

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