Clients of wealth management firms preferred direct communication from their advisers when discussing financial planning. The most popular form of engagement preferred by clients was communicating with an advisor via virtual tools. This method was chosen for the majority of activities aside from creating and maintaining a financial plan. For this activity, an in-person approach was the most popular.
Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type
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EY. (May 2, 2023). Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type [Graph]. In Statista. Retrieved December 21, 2024, from https://www.statista.com/statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY. "Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type." Chart. May 2, 2023. Statista. Accessed December 21, 2024. https://www.statista.com/statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY. (2023). Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type. Statista. Statista Inc.. Accessed: December 21, 2024. https://www.statista.com/statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY. "Preferred Engagement Channel for Financial Planning Activities of Wealth Management Clients Worldwide in 2023, by Communication Type." Statista, Statista Inc., 2 May 2023, https://www.statista.com/statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
EY, Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type Statista, https://www.statista.com/statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/ (last visited December 21, 2024)
Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type [Graph], EY, May 2, 2023. [Online]. Available: https://www.statista.com/statistics/1258041/hnwi-opinion-technology-improvements-investing-region-worldwide/
