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  "documentTitle": "Building a Future-Ready Investment Firm",
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      "text": "Most important criteria when selecting investment providers",
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      "text": "PQ16. Which of the following elements of the client experience does your firm now offer and which do you expect it will offer or continue to offer over the next three years? PQ15. Which of the following do you regard as the main ways that your firm can differentiate its products and services from competitors to attract and retain investors?",
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      "text": "Personalization will be critical for providers to ensure that their products, services, and client experiences truly meet the needs of investors. Over 4 out of 10 investors said that digital apps, channels, and platforms, which can help drive personalization, are the most important criteria when picking an investment provider. Twenty-three percent cited frictionless customer experiences. Providers have made considerable progress in personalizing investor experiences. Half offer personalized any-device digital access, and that percentage will rise to 59% in three years. Similarly, 40% offer personalized financial planning tools for holistic analysis, a share that will grow to more than half in three years. Wealth firms that our study has designated as digital leaders take this further, using AI to analyze customer data and understand clients better. By personalizing offerings in this way, providers can boost their relationships and investor loyalty.",
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