Fostering adoption of digital services

The success of your digital interaction platform initiative hinges on advisor adoption. The enhanced experience that the technology can offer clients is only possible if the advisor embraces the DCIS as part of their everyday workflow.

But this is easier said than done. In this whitepaper, we explore the risks, benefits, and strategies to encourage advisor adoption to ensure your new investment is worthwhile.

What you will learn

• DCIS context and background. Why are Digital Client Interaction Solutions on the rise in the industry (including security risks, benefits, and client preferences)?
• Integrations. How to prioritize the experience for advisors by integrating with tools they already use.
• Encouraging adoption. Strategies to encourage education and adoption among your advisors.
• Campaign development. A sample approach to developing a campaign to facilitate adoption.