3 Tips for the Stickiest Digital Experience

InvestCloud, Inc.
Jul 28, 2017 · 2 min read

Whether or not you are in the financial industry, when it comes to your digital strategy your ROI is totally dependent on how often your clients keep coming back to your website or client portal. So how do you build a digital experience that is engaging and useful for your clients?

InvestCloud has come up with 3 main characteristics that all websites, portals and apps need in order to create the biggest return for both you and your clients.

Your digital experience needs to be — Intuitive.

A website or a client portal shouldn’t need a manual. Your iPhone doesn’t come with one, and your clients shouldn’t need one to log into their bank or investment account. Have you ever seen a toddler pick up a smart phone for the first time? They master the basics of the intuitive touch screen almost instantly because smart phones are built to enhance our innate ability to interact with technology. Your digital strategy should follow the same concept.

An intuitive digital platform is often missed, because even firms who invest in an appealing user interface often stop short of optimizing the full user experience. But if you want to be the main source of information and communication for your clients, user experience should be prioritized as a key facet of the user interface.

Your digital experience needs to be — Involved

A sticky digital strategy has timely, relevant, personalized content. By curating useful information for your clients, you can create a high-touch platform where your clients come for more than just information regarding their relationship with you. You can be their main news source or their trusted advisor on all topics related to their financial health. This also helps you control what information they are consuming, an important factor when trying calm panic or excitement over certain news.

Your digital experience needs to be — Individual

Finally, your clients are not all the same, so why is your digital strategy the same for all your clients? Seems like a silly question, but if you do not have a flexible and sustainable platform for each of your clients, you aren’t sticky. Giving different people access to different areas of your website based on their login credentials may seem like a luxury, but when your clients can customize their interaction with your website it can save you time as well, allowing you to focus on growing your business and caring for your clients.

An individual experience for each client also enhances your brand perception with personalized client communication and client reporting. This feature could be the difference between a client referral and missing out on new introductions.

To find out how to deliver an intuitive, involved and individual client experience, call us at +1 (888) 800–0188 or visit us at InvestCloud.com/demo.

InvestCloud, Inc.

Written by

First-class, digital solutions, pre-integrated in the cloud. Modular platform. 670 clients with over $1.7T in assets. www.investcloud.com

Welcome to a place where words matter. On Medium, smart voices and original ideas take center stage - with no ads in sight. Watch
Follow all the topics you care about, and we’ll deliver the best stories for you to your homepage and inbox. Explore
Get unlimited access to the best stories on Medium — and support writers while you’re at it. Just $5/month. Upgrade