Preferred engagement channel of wealth management clients worldwide 2023

Published by Statista Research Department, Nov 2, 2023
Clients of wealth management firms preferred direct communication from their advisers when discussing financial planning. The most popular form of engagement preferred by clients was communicating with an advisor via virtual tools. This method was chosen for the majority of activities aside from creating and maintaining a financial plan. For this activity, an in-person approach was the most popular.

Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type

CharacteristicIn-person with my advisorWith my advisor via virtual toolsBy myself through digital tools
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Showing entries 1 to 5 (5 entries in total)
Statistic: Preferred engagement channel for financial planning activities of wealth management clients worldwide in 2023, by communication type

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Source

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Release date

May 2023

Region

Worldwide

Survey time period

2023

Number of respondents

2,600 respondents

Special properties

Survey respondents were wealth management clients

Supplementary notes

The source does not disclose how survey responses were collected.

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