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.

Download your copy.
See what's inside.

-
- Top tips for servicing Gen Z, the emerging Generation Investor and HNWIs.
-
- How to leverage social channels and FOMO to improve financial literacy and customer satisfaction.
-
- What a business needs to drive client-centric strategies.
-
- Why data will be the number one source of competitive advantage for providers.




-
- Trimming the “legacy fat” to drive nimble and responsive businesses.
-
- Open up your advice channels to make it more accessible to a larger audience.
-
- 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).

Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.