Is your business ready ?

 In the wake of the Covid-19 pandemic, financial service providers must navigate rapidly changing market dynamics and technological shifts. In this whitepaper, we discuss five key trends, including the rise in retail investors, peer-driven investing and the new standards in client communication and information.

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See what's inside.

    1. Top tips for servicing Gen Z, the emerging Generation Investor and HNWIs.
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    1. How to leverage social channels and FOMO to improve financial literacy and customer satisfaction.
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    1. What a business needs to drive client-centric strategies.
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    1. Why data will be the number one source of competitive advantage for providers.
    1. Trimming the “legacy fat” to drive nimble and responsive businesses.
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    1. Open up your advice channels to make it more accessible to a larger audience.
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    1. Our top four drivers of growth for financial service providers.

The next generation of investors.


Generation Investor: This generation began their investment journey in 2020 at the height of the pandemic.They're more bullish than pre 2020 generations, with 72% of these investors being optimistic about the U.S.stock market ,and 43% planning toinvest more in the future (Charles Schwab, 2021).

GenZ: While most are still relatively new to investing, data shows they ore highly active·for more so than previous generations.Data from Nasdaq suggests that 34% of Gen Z make multiple trodes per week, compared to 26% of Millenniols, 19% of Gen X, and 7% of Baby Boomers.

HNWI:They ore becoming more active in their investing and demand self-directed tool and digital functionality around advice and portfolio management. However. they still value human connection and ore willing ta pay for it, but wealth managers are falling short.63% of HNWls prefer family offices over large banks and wealth management companies (Richardson et al. 2022).