Wealth Management

Be there for your clients when they need you most to boost their financial wellness and help them achieve their goals.

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Become your client’s primary advisor by delivering meaningful experiences both online and offline

Scale your advisory services from HNWIs to mass affluent. Offer the best-fit investment products for each individual and create personalized high-touch experiences in the right moments.

Nudge clients to set simple financial goals as life events arise and when finances are top-of-mind.

Simplify the discovery process with new clients. Nudge them to set simple financial goals that are aligned with their life stage and financial position.

Clients make decisions about managing money during key life events. 50% of clients changed providers when such events occurred, like changing employers or having a baby. Effective discovery can align clients to the right services and prevent attrition down the road.

Be the first to offer support for your clients in changing economic environments.

Ensure your clients feel supported in times of uncertainty. Acting fast is key to protect the advisor-client relationship and keeping your client’s goals on track.

Mass affluent clients who use FinTech solutions are expected to grow by 35% over the next 3 years, totalling 38%. In fact, Mobile apps are the preferred channel for 41% of clients, followed by websites.

Educate your clients on how to generate income in retirement when it’s most relevant for them.

Send your clients easily digestible information in moments when finances are top of mind.

The more financially literate the client is, the less likely they are to switch institutions: only 19% of clients with high investment knowledge plan to switch, compared with 36% of clients with low investment knowledge.

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