09. Dec. 2019

Achieving ‘Value at Scale’ with digital advice and enhanced client engagement

Boost your client engagement - digitally

Efficiency is paramount when considering financial services, but so is client interaction. In this paper, Luxoft and Adviscent discuss how balancing automation and scale with a personal approach is a key challenge to staying ahead of competition. By providing investment stories and tailored advice efficiently, financial institutions can create a unique client experience to increase engagement and loyalty. 

Learn more about:

  • improving efficiency
  • how to overcome the challenges of using digital advisory models
  • establishing a dialogue between the advisor and the client

Download the whitepaper