The d1g1t story

A new advisory model

A new type of client
Investors are increasingly questioning the value of the advice, level of services, and fees; at the same time, they have much greater expectations on the quality of the engagement, user experience, and transparency.

With a change in demographics, clients are placing much greater emphasis on real-time information, which can be accessed through multiple platforms (mobile, web).

Regulation
A tighter regulatory environment is placing much higher demands on client interactions, disclosure and transparency.

Competition
Intensified competition is coming from larger firms, non-financial firms and automated robo services, and is providing more options for individuals and families to place their investments and obtain advice.

Fee compression
The new type of client, regulation and competition are making it difficult for advisors to justify high fees.

The new advisory model will be based on a transparent value-add practice, which redefines and builds long-term trust…

Digitally-driven
End-to-end workflow across the entire wealth management organization, and enhanced internal and client communications.

New reinvented business processes
Defined by individual goals and portfolios, not products; and organized around portfolio management, compliance, and communication.

Investment sophistication
Driven by analytics and rigorous risk management through a technology platform.

High-touch services
Personalized, high-value client engagement with increase communication and trust.