Mako Fintech Team

Learn how Bold Wealth used Mako Fintech to switch custodians in 4 short weeks.

Client onboarding is an area of focus for advisors who are thinking about going digital. Often because this is typically an onerous task, but also the first interaction with a new client. Automating this first impression can make things smoother for the investor.

There are many benefits when firms and advisors provide client-centric services to retain their long-term customers, from recurring revenue to ongoing referrals. In amid of the Great Wealth Transfer and the rise of automated robo-advisors, it is now more crucial than ever to reprioritize and adopt good client service practices to win not just the wallet, but also the hearts and minds of generations to come. 

Closing the gap between conventional financial advisors and robo-advisors will definitely help opting for human advisors a bit more apparent. Technology is rapidly advancing and will continue to do so in the future. It’s now high time for providers to embark on the digitization journey and transform their businesses, all for the better.

Check out our selection of 2022 research reports created to help advisors make sense of market trends that are anything but status quo this year.