Making It Personal: Improve Your Online Presence With Smart Data Usage

In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require a parallel compensation in human interaction. We want the convenience, speed, and accuracy offered by technology, but we still require the “human connection.”

In an age of rapid digital transformation, striking the right balance between efficiency and empathy has never been more important — especially for RIAs. In our latest article for Advisor Perspectives, we examine how RIAs can leverage data-driven technologies without compromising the personal connection clients value. From client personas to location insights and device preferences, discover how blending high tech with high touch can elevate the client experience and drive growth.