根据Avaloq调查,全球25%的投资者可能因为技术过时而改变财富经理。 25% global investors may switch wealth managers due to outdated tech, according to Avaloq survey.

最近的一项阿瓦洛克调查显示,全球25%的投资者如果不实现技术现代化,可能会转换财富经理。 A recent Avaloq survey indicates that 25% of global investors may switch wealth managers if they don't modernize technology. 该研究涉及3 000多名投资者和300名财富经理,强调44%的投资者发现其系统已经过时,31%的人认为这些系统不合适。 The study, involving over 3,000 investors and 300 wealth managers, highlights that 44% find their systems outdated, with 31% deeming them unsuitable. 只有63%的财富管理人员在客户会议上使用咨询工具,限制了他们满足客户期望和建立信任的能力,特别是在联合王国,因为联合王国一半人没有利用这种技术。 Only 63% of wealth managers use advisory tools in client meetings, limiting their ability to meet client expectations and build trust, particularly in the UK, where half do not utilize such technology.