Open MenuHide Menu
  • Country: United States | English
  • Already Applied?
    • Check Candidate Application Status
  • Job Search
  • Country:   United States | English Country: United States | English Country: United States | English en
  • Country:   Canada | English Country: Canada | English Country: Canada | English en-CA
  • Pays :   Canada | Français Pays : Canada | Français Country: Canada | French fr-CA
Edward Jones
  • Why Join Edward Jones
    • Learn How Edward Jones is Built Differently
    • See How Edward Jones Can Ignite Your Potential
    • Explore Narratives that Give Insight to Our Values
  • Compensation & Values
  • Career Areas
    • Experienced Financial Advisors
      • Compensation & Benefits
      • Technology
      • Support & Development
      • Products & Services
      • Transition & Integration
    • Experienced Financial Advisors
      • Experienced Financial Advisors Overview
      • Compensation & Benefits
      • Technology
      • Support & Development
      • Products & Services
      • Transition & Integration
    • New Financial Advisors
      • Compensation
      • Licensing, Training & Support
    • New Financial Advisors
      • New Financial Advisors Overview
      • Compensation
      • Licensing, Training and Support
    • Branch Office Support
      • Training
      • Hiring Process
    • Branch Office Support
      • Branch Office Support Overview
      • Hiring Process
      • Training
    • Headquarters
      • Headquarter Divisions
      • St. Louis
      • Tempe
      • Support & Development
      • Hiring Process
    • Headquarters
      • Headquarters Overview
      • Headquarter Divisions
      • Locations: St. Louis
      • Locations: Tempe
      • Support & Development
      • Hiring Process
    • Students & Recent Grads
    • Students & Recent Grads
      • Students & Recent Grads Overview
  • Job Search
  • View Saved Jobs 0
Technology Strengthens Client Relationships, Attracts New Investors
You are here: Home / Experienced Financial Advisor / Technology Strengthens Client Relationships, Attracts New Investors
Home > Experienced Financial Advisor > Technology Strengthens Client Relationships, Attracts New Investors

Experienced Financial Advisor:

Technology Strengthens Client Relationships, Attracts New Investors

by Ken Cella

Share this post:

  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

Make no mistake. We as financial advisors build our reputation on deep, trusted relationships with our clients.

These relationships set us apart and enable us to offer tailored solutions that help our clients reach their financial goals. It is in our DNA and our commitment to human-centered relationships won’t change.

However, a recent survey we conducted with Morning Consult on the digital client experience showed that 95 percent of investors polled said they feel it’s important that their financial advisors use the latest technology and tools when advising them.

“Having an integrated system to process and share insights and predictions will take our industry to the next level in understanding what is important to our clients.”

-Ken Cella, Principal, Client Strategies Group

While 83 percent of survey respondents said they would prefer working with a human financial advisor rather than a robo-advisor, they also told us they wanted digital tools and technology that help them understand if they are okay financially, how they got to where they are and where they are headed.

Technology as an Enabler

Investing in powerful digital technologies is enabling Edward Jones to strengthen relationships with our more than 7 million clients and to connect with the 42 million investors we are looking to serve. As we move through our digital transformation, the personalized client experience remains our priority. For example, earlier this year we redesigned edwardjones.com with a modern new design and released a new app for clients. These digital tools allow prospective clients to learn about Edward Jones on their terms, and clients to track their goals and stay connected to their financial advisor through new communication channels.

Changing the Way We Work

Every year, millions of investors visit financial firms’ digital platforms because they are seeking a financial advisor relationship. In a recent survey among visitors and investors on www.edwardjones.com,19 percent say that relatability is important to them and 31 percent say that understanding the financial advisor’s approach to advice and investment strategy matters most. It’s clear investors also want to know more about the financial advisor’s areas of focus (21%) and level of experience (28%).

Recognizing the important role technology can play in building and fostering new client relationships, we developed a custom, web-based application called Edward Jones Match which was built to harness information that supports investors in their journey to connect with a financial advisor. Using a short digital quiz that takes a few minutes to complete, investors are instantly matched with financial advisors who have the profile, credentials and approach that matter most to them. This is the kind of personalized client experience technology can deliver. It’s just one example of what’s possible.

Having an integrated system to process and share insights and predictions will take our industry to the next level in understanding what is important to our clients. It will also enable us to better understand the needs of potential clients and help them identify the ideal financial advisor for them. I can’t think of a more powerful first impression that a prospective client could experience.

While having the technology capabilities is critical, it means nothing if we don’t change how we work and think. A digital transformation is as much about mindset and the way we work as it is about the technology itself. The way we approach prospecting and taking care of our existing clients must shift. In-person meetings, speaking engagements and other traditional prospecting strategies are now augmented with digital strategies that include platforms like LinkedIn Sales Navigator, among other off-the-shelf or proprietary offerings. It also means being available to existing clients through digital channels like text and chat and providing greater transparency and data access, empowering them and giving them more control of their financial future.

Our clients want a financial advisor who understands them and can help guide them to achieve their financial goals. That’s not changing. But the expectations our clients and prospective clients have for technology are continually evolving and we must evolve with them.

Search Jobs by Keyword:

Related Posts

Serving Clients More Completely Starts with Flexibility, Autonomy and Choice for Branch Teams

https://cdn-static.findly.com/wp-content/uploads/sites/1392/2022/07/11183631/KenJDblog_preview.jpg 200 368 Christian.Bruner https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg Christian.Bruner2022-07-11 18:37:582022-07-11 19:07:14Serving Clients More Completely Starts with Flexibility, Autonomy and Choice for Branch Teams
Colleagues Shaking Hands

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

https://cdn-static.findly.com/wp-content/uploads/sites/1392/2022/07/08174300/2015-07-STL-Professionals-050_preview2.png 200 368 Christian.Bruner https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg Christian.Bruner2022-07-07 14:17:542022-07-08 17:44:44Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Business woman working at laptop smiling
Experienced Financial Advisor, Experienced Financial Advisor, Experienced Financial Advisor, Experienced Financial Advisor

High Ranks for Edward Jones in Financial Planning's Best Advisor Pay Compensation Survey

https://cdn-static.findly.com/wp-content/uploads/sites/1392/2022/06/29143052/best-pay-featured.jpg 200 368 ndowney https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg ndowney2022-06-09 21:20:112022-07-29 14:31:33High Ranks for Edward Jones in Financial Planning's Best Advisor Pay Compensation Survey

The Importance of Supporting Local Communities with a Spirit of Caring

https://cdn-static.findly.com/wp-content/uploads/sites/1392/2022/05/19144413/tscott615x270.png 270 615 Christian.Bruner https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg Christian.Bruner2022-05-11 17:01:302022-05-19 19:14:44The Importance of Supporting Local Communities with a Spirit of Caring
PreviousNext

Edward Jones Careers

Follow Us:

  • facebook icon
  • twitter icon
  • linkedin icon

Search Site:

  • Contact
  • Site Map
  • Privacy Notice
  • Beware Of Employment Scams
  • Family And Medical Leave Act
  • Equal Employment Opportunity
  • Employee Polygraph Protection Act
  • EdwardJones.com
  • Candidate Application Status

Copyright © 2022 Edward Jones.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. If you have a disability under the Americans with Disabilities Act or a similar law and you wish to discuss potential accommodations related to applying for employment at our firm, please contact us at 1-866-788-4979. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring.

Donor-advised Funds: A Smart Way to Make a Lasting Impact Edward Jones Releases Third Annual Purpose, Inclusion and Citizenship Repor...
Scroll to top