Is your business ready ?

Investment providers are having to navigate changing market dynamics and technological shifts at a quicker pace than ever before. 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.

Is your business ready 2023+

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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 to invest more in the future (Charles Schwab, 2021).

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

HNWI: They are becoming more active in their investing and demand self-directed tools and digital functionality around advice and portfolio management. However. they still value human connection and are 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).