Across the wealth management landscape — from enterprise CIOs to asset managers to advisory firms — expectations have changed. Advisor workflow automation is becoming a critical lever for firms striving to deliver personalization at scale. Personalization has always been the hallmark of professional financial advice, but today’s portfolios are complex, and clients have a much wider variety of goals, preferences, and questions that advisors must respond to.
Advisors want timely, tailored insights that align with their philosophy, and solutions to help them better serve their clients. Clients expect deep personalization, the ability to get real-time answers, and a “financial coach” who delivers results and a feeling of safety. At the same time, firms across the industry are under pressure to deliver more value with fewer resources.
In this environment, leaders face a critical decision: Do we build, buy, or partner to meet the moment?
The stakes are high. The future of engagement, and growth, depends on choosing wisely.
Building in-house may feel like the most tailored approach. But in practice, it’s a slow and costly road. Teams get pulled into long development cycles, juggling infrastructure, data integration, and internal alignment – often with limited adoption or sustained ROI.
In Deloitte’s 2024 investment management outlook, 68% of firms cited a lack of automation and scalable AI as a barrier to delivering meaningful personalization at scale. For most, building simply doesn’t match the pace of business.
Off-the-shelf solutions may offer quick fixes, but they rarely deliver depth. Most tools were designed to work broadly, not to reflect your firm’s specific investment philosophy, product priorities, or client engagement needs.
That’s why many firms end up with:
- Fragmented advisor and client experiences
- One-size-fits-all recommendations
- Generic solutions that don’t drive real outcomes
Whether you’re trying to grow wallet share, improve advisor productivity, or enhance consistency across your team, generic tools won’t get you there.
Sage was built to support a range of distribution and advisory stakeholders from investment consultants to wealth advisors to CIOs by embedding scalable personalization into your business.
It combines three essential elements:
- Advisor and client-specific input – preferences, history, and areas of focus
- Firm-specific guidance – investment team priorities, product narratives, and compliance considerations
- Proprietary AI and data models – powering personalized portfolios, commentary, and engagement triggers
And it delivers those insights where they matter most: at the individual client account level, across an entire book of business.
Whether you’re an advisor managing clients directly, or the enterprise that supports them, Sage helps multiply your reach and relevance:
- 4x increase in advisor or client coverage per consultant
- 75%+ reduction in engagement prep and follow-up time
- 10x boost in personalization touchpoints
Advisors and client-facing teams are stretched thin, making advisor workflow automation critical to maintaining high-touch service at scale. Cerulli reports the average advisor handles 150+ relationships. At the same time, clients are demanding more frequent, relevant, and proactive communication. You can’t meet that bar with static models or static tools.
The benefits of technology enabled personalization are clear. According to McKinsey research, a leading wealth manager that implemented an analytics-driven personalization strategy experienced a 30-40% increase in assets under management per client within six to eight months. This underscores the significant impact that tailored, data-driven engagement can have on client relationships and asset growth.
No matter your role — advisor, CIO, or asset manager — the challenge is the same: scale personalization without sacrificing quality or control. Building is slow. Buying is shallow. But partnering gives you the speed, flexibility, and strategic alignment you need to compete.
Sage is not software. It’s infrastructure for scalable insight.
Personalization used to be the enemy of scale. Sage flips the script, so personalization powers scale.
To learn more about how Sage can help your firm, schedule a demo today.
Sage can make personalization your advantage
Discover how Sage helps advisors and firms scale personalization with less effort and more impact.