Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes - Seite 2

• Digital Account Opening: New account opening features allow both clients and their financial professionals to open accounts within minutes.

• Robust Allocation Modeling: Asset allocation modeling capabilities provide a holistic view into a client’s profiles while offering the ability to manage and oversee the full scope of financial assets, including financial information from all members of the household.

• Ease of Document Sharing: Easy-upload document sharing capabilities allow both clients and financial professionals to upload documents and information with the click of a button, with functionality available online and through the mobile app feature.

• Greater Client Communication: Email, chat, text and voice memo capabilities provide the ability for financial professionals to reach their clients easily and more frequently. Some additional features also offer the ability to remain in constant contact by assigning “tasks” to clients for important reminders (e.g., “prepping for tax review” in advance of a client meeting or discussion).

New industry research from Cerulli has also underscored the importance of the human element in delivering communications from financial professionals. According to a recent poll of retail investors regarding the types of communications they would want to receive in the event of a recession, more than half (51%) of individuals cited receiving market updates and tips via email, while a significant amount indicated a preference to receive communications via text (35%) and social media (24%).³ These data points highlight the importance of flexible, multi-channel modes of communication, while recognizing that preferences of individuals will go a long way in promoting trust and building relationships.

“Being able to communicate with clients where and how they want to be reached is pivotal to the success of strengthening relationships,” added Halloran. “By offering new, cutting-edge solutions online, through mobile and elsewhere, we are able to help meet the needs of individuals in today’s ever-growing and ever-changing digital world.”

These latest efforts build upon a series of recent technology enhancements and value-added services that VFA has been rolling out to its network and their clients. These include the launch of Voya Digital Adviser, the firm’s digital advice experience, videoconferencing, chat and webinar capabilities, and most recently the introduction of mobile check deposit for both advisors and clients, which has seen more than 13,000 deposits since its launch in March 2019.