Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.
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eBook | Your digital strategy: 3 essential elements to practical implementation
The importance of an exceptional digital strategy cannot be understated. A recent study by Capgemini found that in the most extreme scenario of digital attrition, firms and wealth managers would lose an estimated 56 percent of their net income. Are you ready to lose a large portion of your income due to digital attrition, or will you create a successful digital strategy that increases your ROI?
When determining tools to implement into your business workflows, consider the three elements outlined in this eBook during the deliberation process. Engaging in a digital strategy that consists of these elements will not only provide a better work experience for your staff, but will also enable advisors to provide a better client experience.
Download our eBook to learn more about creating a successful digital strategy and increasing ROI.