Real-time Industry Desk
Fresh coverage on virtual staffing, remote operations, and service-delivery trends.
Virtual assistants are helping Wayfair suppliers manage product data, content compliance, delivery coordination, and customer service at a level of detail that the platform's complex catalog requirements demand. For home goods sellers with large SKU counts and intricate product specifications, VA support has become operationally essential.
Read full briefHealthcare and campus wayfinding projects involve complex multi-phase billing and dense signage schedules. Virtual assistants are helping wayfinding firms manage that administrative volume without growing their full-time headcount.
Read full briefWealth management firms face mounting pressure to serve more clients without expanding overhead. Virtual assistants are handling billing admin, onboarding paperwork, client communications, and compliance coordination, helping firms scale efficiently while advisors focus on high-value advisory work.
Read full briefWealth management firms are increasingly using virtual assistants to handle the administrative infrastructure of high-net-worth client service: billing, reporting coordination, document management, and communications — enabling wealth managers to scale their client base without proportionally scaling overhead.
Read full briefWith the IAA reporting that RIAs managing high-net-worth clients face compounding compliance documentation burdens, wealth management firms in 2026 are using VAs to maintain client communication cadences, organize regulatory paperwork, and manage billing cycles — without adding licensed headcount.
Read full briefClient onboarding is widely recognized as one of the highest-stakes touchpoints in a wealth management relationship—and also one of the most operationally burdensome. New client paperwork, custodial account setup, ACATS transfer coordination, and follow-up communication all demand significant staff hours. Virtual assistants are taking on this operational load, allowing advisors and client service associates to focus on the relationship rather than the paperwork.
Read full briefThe wealth management industry faces a widening gap between advisor capacity and client administrative demands, particularly as firms grow their books of business. Virtual assistants are filling the gap by managing onboarding document collection, appointment coordination, and monthly reporting workflows. Firms adopting VA-supported models report improved client satisfaction scores and advisor retention alongside meaningful cost reductions.
Read full briefHigh-net-worth clients expect a premium service experience, which creates significant scheduling and administrative complexity for wealth managers. Virtual assistants trained in HNW service standards are absorbing meeting coordination, document preparation, client communication, and back-office tasks — freeing wealth managers to spend more time on planning conversations and relationship management. Research from Cerulli Associates links advisor operational capacity directly to HNW client retention.
Read full briefWealth management clients demand highly personalized service, but the administrative volume required to deliver that experience is consuming advisor time at scale. Virtual assistants are handling scheduling, billing, and routine client communications, allowing wealth managers to focus on portfolio strategy and relationship deepening. Firms report that VA-supported advisors manage larger client books with higher satisfaction scores.
Read full briefRegistered investment advisers and wealth management firms face rising compliance obligations, client service expectations, and billing complexity that strain small and mid-sized operations. Virtual assistants are being deployed to handle these administrative functions at a fraction of in-house staffing costs. Firms adopting VAs report measurable improvements in advisor capacity and client satisfaction.
Read full briefWealthTech platforms are discovering that their technology tools alone cannot solve the advisor productivity problem if operational overhead continues to absorb hours that should be spent on client relationships. Virtual assistants integrated into the advisor workflow are recapturing that time and improving the client experience metrics that drive firm growth.
Read full briefWealthTech platforms are deploying virtual assistants to manage subscription billing for RIA clients, coordinate ongoing compliance reporting requirements, and handle the administrative load of client account management — operational work that grows with the client roster.
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