Insight Discovery’s South African Investment Panorama (SAIP) – a survey of 255 independent financial advisors (IFAs) – shows that 85% of IFAs see new technology and processes as an opportunity and 15%, as a threat. Around 90% regard new technology that makes it easier for potential clients to access information about investments as an opportunity.


Against this backdrop, choice of technology – and more specifically the capability of that software – has become a key differentiator for financial advisors when it comes to their profitability and client satisfaction. 




Cameron Wood, Business Partnerships Manager (Wealth)

In today’s digital world, technology is used extensively in our private lives from ordering food to checking-in online. Similarly, clients expect convenience and ease of use in solutions provided by their wealth managers across the platforms and channels that they are comfortable using – websites, social media and mobile apps. Illustratively, personal interaction is required to successfully execute goals-based engagement with the underlying software empowering the advisor to connect these goals with the right investment strategy.


The key is to offer the right mix of technology driven channels, coupled with personal touch, to provide a holistic wealth management approach for a positive client experience.

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