Unlock Client Engagement and Drive Growth with Wealth Management 4.0
Client engagement is a cornerstone of success in wealth management. According to Davies Consulting’s Wealth Management 4.0 report , 70% of clients now expect personalised, on-demand access to their financial data. Firms that fail to provide this level of engagement risk losing clients to more digitally advanced competitors.
The shift towards Wealth Management 4.0 emphasises the importance of delivering seamless, client-first digital experiences. In this article, we’ll explore how purposeful digitisation can help firms meet growing client expectations, enhance engagement, and drive long-term growth.
Challenges in Client Engagement
The
Wealth Management 4.0
report highlights several key challenges that firms face in today’s digital-first world:
Rising Client Expectations
Clients now demand real-time access to their financial portfolios and personalised insights. 70% of clients surveyed in the report said they expect a seamless, digital-first experience from their wealth managers.
Engagement Gaps
Firms without modern, digital tools are falling short in engaging clients effectively. Without a strong digital presence, firms risk losing clients to competitors who offer a more robust and client-friendly digital experience.
Building Loyalty
Personalised, consistent digital services are crucial for building long-term client loyalty. 30% of clients reported feeling more satisfied when they had access to personalised financial insights and instant communication with their advisers.
How moneyinfo Enhances Client Engagement
At moneyinfo, we provide a client-first platform designed to meet the challenges outlined in the
Wealth Management 4.0 report
. Our platform helps firms enhance engagement, build client loyalty, and provide a personalised, seamless digital experience.
Personalised Digital Dashboards
moneyinfo offers personalised dashboards that give your clients real-time access to their financial information. Clients can view their portfolio performance, receive personalised insights, and communicate securely with their adviser - all in one place.
24/7 Access to Financial Information
Clients expect round-the-clock access to their financial data. moneyinfo ensures that your clients can access their portfolios anytime, anywhere, providing the transparency and convenience they demand.
Branded Experience
moneyinfo’s platform is fully customisable to match your firm’s branding. This means that every client interaction reinforces your firm’s identity, helping to build trust and loyalty over time, and helping you to evidence value.
The Benefits of Enhancing Client Engagement
By focusing on improving client engagement, your firm can enjoy both internal and external benefits:
Internal Efficiency
Automating client-facing processes like portfolio updates and communication frees up time for advisers, allowing them to focus on delivering personalised advice that builds relationships and drives growth.
External Growth and Loyalty
Offering a personalised, always-on digital experience enhances client satisfaction, which leads to stronger loyalty and lower churn. 30% of clients who receive personalised digital services are more likely to stay with their current adviser.
Client engagement is no longer optional—it’s a key driver of growth in wealth management. As the Wealth Management 4.0 report highlights, firms that embrace purposeful digitisation and offer seamless, personalised experiences will not only retain more clients but also position themselves as industry leaders.
By using our technology and mobile apps, you can deliver real-time access, personalised dashboards, and secure communication, all while reinforcing your brand’s identity. This approach strengthens client relationships, improves satisfaction, and builds loyalty, ultimately driving long-term growth for your firm.
Are you ready to unlock your peak performance?
Book a discovery call to learn how moneyinfo can help you enhance client engagement and thrive in the era of Wealth Management 4.0.
