What do clients of Financial services Firms want?
Simplicity
-in understanding the products that are good for them
Trust
– that the information that they are obtaining are accurate, relevant, factual, correct and appropriate for them
Access
– to better quality of service including portfolio updates as and when sought
Communication
– at their convenience, via almost all mediums of their choice.
Knowledge
– and access to relevant information pertaining to investing, markets or products
Transparency
– of each action taken in the portfolio, options available & choices made
It’s all about transparency, greater control, convenience and personalized experience-enjoying investing as well as investment returns
Investing should be more like watching a paint dry or watching grass grow
— Paul Samuelson
(Nobel winner, economist)