How to Build Human Trust as Digital Takes Over the Financial Industry

While owning the still-to-be-discovered actual crystal ball would simplify oh so many things — we actually can look to companies like Deloitte to bring us predictive summaries like "Finance 2025: Digital transformation in finance” so we might make plans based upon what will likely happen.

Over time, Deloitte expects "technology to replace rows and columns of numbers with visually rich data that’s more intuitive and easier to use.” Awesome! But while many people may not need a ton of hand-holding to understand their basic finances, they will still need a human financial services advisor they trust for advice on protecting, saving, managing debt and investing.

As an advisor, how can you build your personal brand plus trust, and rapport with prospects and clients as self-service finance becomes the norm? The most financially sound planning includes a personalized e-marketing drip campaign and community-centric events that show you care about more than making money. 

Your Personalized e-Marketing Drip Campaign

e-Relationship, Identity Branding’s flagship product is #1 in the financial services industry and recognized as an invaluable partner to some of the world’s leading financial companies. It's a cutting edge solution that enriches client engagement, optimizes efficiency and generates revenue while allowing you to focus on your core business activities. A few stats: Founded in 1999 — Oldest ESP in the Financial Industry; Turn-Key Technology Solution with the Most Extensive, Effective and Varied Content in the Financial Industry; Content is Patented and Broken Down into 3 Categories: Response Generation, Likability and Validation; Mixed Media (Variety of 14+ Modules); Highest Prospect Lead Generation Rates in the Financial Services Industry; Proven ROI of 43% - 68% (Analytics from 3 Major Companies); Advisor Analytics: Opens, Click-throughs, Responses, etc.; Management Visibility & Analytics for Advisor - Monthly Database Growth, Usage, and Responses; Recruiting Module; Full System Integration with ANY CRM; Home Office Portal for Posting Branded/ Created Content (e-Videos, HTML's, e-Newsletters, e-Invitations, and PDF’s); Skill Training & Consulting (Books, Seminars, Workshops, Web-Ex’s); Delivery of a National Social Issue Initiative – Bikes for Kids.

Giving Back Via Community-Centric Events

Studies suggest that Millennials drive the social responsibility movement, with 70 percent of them reporting that they'll spend more with brands that support causes. There are roughly 80 million Millennials in the United States alone, and each year they spend approximately $600 billion. Translation? "Giving back" will become increasingly more powerful for your company's sales, not to mention, your overall mission. You’re going to be pouring your own time and money into supporting this charity, so choose one that is both highly reputable and truly moves you.

Don’t let digital transformation in finance make you or your team uneasy. Just as you tell your insurance clients — you have a responsibility to think forward and prepare for what lies ahead. As an advisor, that means working now to get the right technology and planning in place to capitalize on whatever the future holds.