why investing will never be the same - the future of advice | a.t. kearney

Why Investing Will NeverBe the SameSix Requirements for Success

The Future of Advice

The Future of Advice

There are six requirementsto successfully compete inan increasingly competitivemarket for investmentservices providers,according to A.T. Kearney’sstudy of 3,500 U.S. bankedmass-a�luent consumersand their investmentbehaviors and preferences.

The Future of Advice

Expect increasingly explicitprice competition and ahigher level of switching.

1

The Future of Advice

Incorporate digital capabilitiesinto all investment serviceo�erings, both productsand experiences.

2

The Future of Advice

Understand digital investingto be about client interface,user interfaces, and accessto relevant informationand reporting, ratherthan investingalgorithms.

3

The Future of Advice

Make “human”access availableas a resource forboth interpretationand digital helpdesk support.

4

The Future of Advice

Expect mass-a�luent investormigration in both directions,both toward more “human”advisor support as wellas increased digitalcapabilities.

5

The Future of Advice

Plan for a worldwith much greatercompetition andmany more flavorsof hybrid adviceand servicedelivery models.

6

To learn more about theFuture of Advice studyand download the fullWhy Investing Will NeverBe the Same findings,please visit:www.atkearney.com/financial-institutions/future-of-advice