{"id":7186,"date":"2025-01-20T17:08:51","date_gmt":"2025-01-20T17:08:51","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/leveraging-technology-ai-to-amplify-client-experience\/"},"modified":"2025-01-20T17:08:51","modified_gmt":"2025-01-20T17:08:51","slug":"leveraging-technology-ai-to-amplify-client-experience","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/leveraging-technology-ai-to-amplify-client-experience\/","title":{"rendered":"Leveraging Technology &#038; AI to Amplify Client Experience"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Leveraging Technology &amp; AI to Amplify Client Experience \u2013 Blueleaf CEO on The Efficient Advisor Podcast<\/strong><\/h2>\n\n\n\n<p>Listen to Blueleaf CEO John Prendergast\u2019s engaging and informative interview on \u201c<a href=\"https:\/\/open.spotify.com\/episode\/6izhRtBbO3frwaZ8iHoQml\">The Efficient Advisor<\/a>,\u201d a popular podcast hosted by Libby Greiwe. John offers guidance for advisors who want to run a more efficient practice.&nbsp; Four top takeaways:<\/p>\n\n\n\n<p>#1.&nbsp; The pandemic transformed how people of all demographics engage through devices. Did you know that 72% of wealth management clients 70 and older engage with online banking six times a month? That busts the myth that Grandma and Grandpa aren\u2019t online.&nbsp; They expect the same ease and frequency of engagement with their advisor that they experience with other services.<\/p>\n\n\n\n<p>#2.&nbsp; To achieve a high engagement rate with clients \u2013 70% \u2013 90% each month \u2013 advisors should plan on engaging clients 150 \u2013 200 times per year. That may seem like a lot but much of it can be automated.&nbsp; Blueleaf found that advisors who achieve that level of engagement tend to have happy clients with a long-term focus.<\/p>\n\n\n\n<p>#3.&nbsp; AI is a useful tool for organizing and creating outlines for correspondence and reports, but it won\u2019t personalize in a way only you can.&nbsp; AI is like a smart assistant that can do wonders with a little direction. As AI applications improve, wealth management will transform for both the advisor and their clients.<\/p>\n\n\n\n<p>#4.\u00a0 Blueleaf has a Book Club for management and employees, to continually further business and personal skills. Two recent picks: \u201cExtreme Ownership,\u201d by Jocko Willink, and \u201cHow to Tell a Story,\u201d by Meg Bowles.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Listen to the entire podcast: <a href=\"https:\/\/open.spotify.com\/episode\/6izhRtBbO3frwaZ8iHoQml\">The Efficient Advisor: Business Building Advice for Financial Planners.<\/a><\/p>\n\n\n\n<p>Catch John on a previous AFO Wealth Management podcast: <a href=\"https:\/\/podcasts.apple.com\/bb\/podcast\/become-like-netflix-tiktok-amazon-w-advice-engagement\/id1552582377?i=1000623981245\">Become like Netflix, TikTok &amp; Amazon w\/ Advice Engagement<\/a><\/p>\n\n\n\n<p>John also hosts <a href=\"https:\/\/www.blueleaf.com\/podcast\/\">The Augmented Advisor<\/a> podcast.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leveraging Technology &amp; AI to Amplify Client Experience \u2013 Blueleaf CEO on The Efficient Advisor Podcast Listen to Blueleaf CEO John Prendergast\u2019s engaging and informative interview on \u201cThe Efficient Advisor,\u201d a popular podcast hosted by Libby Greiwe. John offers guidance for advisors who want to run a more efficient practice.&nbsp; Four top takeaways: #1.&nbsp; The&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7187,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[30,139],"tags":[],"class_list":["post-7186","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-newsroom","category-views"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7186"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7186\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7187"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}