Salesforce

2017 Connected Investor Report

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2017 Connected Investor Report
 

Take a look inside the minds of today’s investors.

We asked more than 2,000 investors about modern financial planning and today’s client-advisor relationships. Their responses may surprise you.

Download this report to find out how many investors:

  • Prefer artificial intelligence over human interactions
  • Left an advisor because the location was inconvenient
  • Are saving for a vacation vs. saving for retirement
Get the report now.
Get the report now.
Get the report now.
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We asked more than 2,000 investors about modern financial planning and today’s client-advisor relationships. Their responses may surprise you.

Download this report to find out how many investors:

  • Prefer artificial intelligence over human interactions
  • Left an advisor because the location was inconvenient
  • Are saving for a vacation vs. saving for retirement
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