How To Make Your Wealth Management Website Work For Your Existing Clients

The best thing you can do for your website – in terms of the client experience – is to set up a portal that gives people a snapshot of the current state of their holdings.

But so many wealth management websites fail in this regard, as they are just ‘brochureware’ designed to interest prospects. Obviously, that is important – as your site is the first stage in the client acquisition process. But you should also have a section on your site for your existing clients, where they can check-in at any point and find information about their accounts. The benefit of this is easy to see – as with just a few clicks, it allows your clients to see if their investments are on the right path, or if they need to make a course correction.

But a client portal must be easy and intuitive to use. People are increasingly used to fast, integrated and interactive sites in other sectors – and they are now demanding the same from their wealth managers. Provide all of this and you give your clients what they want and differentiate yourself from the competition.