Wealthy Investor Series - Investor Behavior and Digital Technology

The use of digital communication has become a pre-requisite for financial advisors and providers.  Investors today rely on digital tools for both information and communication.  The pandemic pushed investors of all ages to increasingly rely upon technologies that they may not have initially embraced or may have chosen to ignore for several more years.  Now Zoom calls and text messages are used by investors of all ages.  Advisors also need to prepare for the demands of younger investors as their digital demands are growing and will push financial providers into the future.  The research included in this report identifies how investors are gathering investment and account information today as well as what they will require in the future.  Financial advisors and providers can use this information as a blueprint for future investment in their own digital capabilities.


For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.