Client experience

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Communicating with the Next Gen

Using mobile to connect with the Next Gen of clients before your competitors do.

According to a UK survey by Russell Investments, for one in 10 wealth advisers the majority of their client base is over 70 years old and for nearly 50% of advisers, between 20 and 50% of their client base is over 70 years old. Such figures will be familiar to wealth management professionals both sides of the Atlantic, as the debate over how well the wealth management industry is preparing for the implications of a significant transfer of wealth and assets from the baby boomer generation to generation X and Y has been gathering pace over the last two or three years.

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How’s the portal going?

By Douglas Orr, CEO of Novastone Media –

I admit I enjoy asking this question of CEOs and COOs at the private banks and wealth managers that I meet.

Only a few years ago online portals were seen as the great leap forward for the wealth management industry seeking to provide their clients with an improved experience online. But that was then and this is now, and the truth is that portals have not really engaged clients.

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