Improving the client experience starts with improving the advisor experience. When technology is difficult to use, fragmented, or unreliable, it creates friction that impacts service, efficiency, and ultimately, trust.

In a recent episode of In The Money, Benoit Fleury, Chief Product Officer and Co-founder at d1g1t, discussed how wealth management firms can use technology not just to support advisors, but to strengthen every part of their client relationships.

According to Benoit, “It’s very critical for both advisors and clients to be very well served with technology in order to elevate the entire user experience for everyone involved in the business”.

Personalization Begins with Understanding

Investors don’t want more charts. They want the right insight at the right time, presented in a way that matches their unique goals and concerns. Benoit explained that too many firms still rely on one-size-fits-all approaches to reporting and communication.

He noted, “The key to being successful in your digital engagement is to realize you have different types of investors, that have different needs, and you need to serve them the information that they want when they want it”.

This type of customization, delivered consistently, is more than a competitive edge. It’s becoming a baseline expectation. Benoit emphasized this shift in client behaviour clearly: “The concept of personalization at scale is something that is absolutely critical in today’s environment.”

With that in mind, d1g1t’s enterprise wealth management platform helps advisors tailor experiences to different types of clients, whether they are focused on goal attainment, macroeconomic strategy, or real-time exposure analysis.

Why User Experience Matters to Investors

Design and functionality matter just as much as features. Advisors are no longer compared only to other advisors; they are compared to the best user experiences across all industries. Clients expect software that feels modern, easy to navigate, and engaging.

As Benoit stated, “When you’re creating products for investors, you have to create that visceral, positive experience so that when somebody sees your mobile app for the first time, they go, ‘Wow, this is cool.’”

The digital experience needs to be seamless from login to insight. That’s not a luxury. It is a requirement for firms that want to maintain relevance with digitally fluent clients.

Integration Powers the Whole Practice

Beyond the interface, what truly supports advisors is the architecture underneath. d1g1t’s platform integrates trading, billing, compliance, reporting, and portfolio management into a single environment. This eliminates duplicate tasks and disconnected workflows that often slow advisors down or increase operational risk.

The platform delivers institutional-grade analytics in real time. Advisors can simulate performance, assess risk exposures, or run forward-looking models while sitting with a client. These tools provide both insight and agility, supporting better conversations and faster decisions.

High-quality data also builds trust. Clients equate accuracy with competence. Firms that consistently present correct and timely information reinforce their reputation for professionalism and attention to detail.

Practical AI, Built on Security

Artificial intelligence is already being used across d1g1t’s all-in-one advisor platform, from error management and reconciliation to reporting automation and next-best-action recommendations. These capabilities improve speed and consistency without adding risk.

Benoit made it clear that security comes first. “What you don’t want is to start sending client portfolios directly to an AI model and risk exposing sensitive information,” he explained. d1g1t has spent years developing secure methods to incorporate AI while keeping client data protected and private.

When implemented properly, AI can help firms simplify complex workflows, focus advisor attention where it matters most, and deliver personalized content based on each client’s portfolio and interests.

What Firms Can Learn from This Approach

Benoit Fleury’s conversation offers a clear direction for firms that want to improve advisor productivity, client trust, and operational agility. Start with technology that serves advisors effectively. Build personalization into the engagement model. Use integrated architecture to support growth and eliminate inefficiencies. Apply AI where it enhances—not replaces—human judgment.

Listen to the full episode of In The Money featuring Benoit Fleury.

Ready to See d1g1t in Action?

Schedule a consultation with d1g1t to see how your firm can support advisors, simplify operations, and deliver the high-value experiences today’s clients expect.