What's Next in Digital Client Communication? Innovative Tools for Success

This report examines innovations in client communication — namely, the channels advisors use to contact clients and vice versa. From how analytics can help advisors more efficiently prepare for client meetings to how high-volume advisors can use tools like messenger aggregation to scale up personalized communication, this report explores the functional highlights of different types of communication technology, offers insights into how others in the industry leverage these new technologies, and provides an overview of the vendor landscape related to each. Cutter members have access to the full report and related content.