Research from Money Marketing reveals an emerging trend: younger clients increasingly expect financial advice to be available through mobile apps. It’s a challenge - but also an opportunity - to engage tomorrow’s high earners.

The rise of mobile engagement

Young adults are leading the way in mobile-first financial management. Currently, 34% receive adviser information via mobile, but 40% would like to receive information this way in the future.*

At moneyinfo, we’ve seen this shift up close. Research with Compeer shows that over half of high-net-worth clients with £1m+ in investments want better digital tools, including mobile apps and client portals. Digital services are no longer an added bonus - they’re essential.

Connecting with clients wherever they are

Mobile isn’t just for younger generations. High earners across the board value digital tools for their ease and accessibility, with many seeking the ability to track pensions and investments, and to access personalised content, through mobile phone apps.

Demand for this was highest among 18– to 34-year-olds and the highest earners (people earning more than £100,001), at 80% and 82% respectively.*

This isn’t just about technology - it’s about building trust. Ian McKenna, founder at FTRC, speaking to Money Marketing, highlighted the importance of engaging younger clients early:

“If you don’t pick them up now, you won’t get them in the future.”*

Making mobile the heart of engagement

At moneyinfo, we know how powerful a seamless mobile experience can be. Our platform equips firms to deliver an experience clients love - with secure messaging, real-time portfolio updates, and centralised document storage. It’s the modern service clients now expect.

But it’s more than just convenience. A branded app fosters loyalty, showing clients you’re invested in their needs today and tomorrow. By providing tools to track pensions, investments, and personal finances in one place, you’re making their lives simpler while proving your value as a trusted adviser.

Why mobile benefits your business too

Mobile doesn’t just enhance client relationships; it transforms efficiency. Automated portfolio updates, seamless document sharing, and integrated onboarding workflows save time and reduce errors. And because moneyinfo integrates effortlessly with your existing platforms, back office systems, and planning tools, you can supercharge client engagement, without disrupting your business.

Firms adopting mobile technology now are setting themselves up for lasting success. Whether it’s connecting with the next generation of clients, or providing smarter tools for high earners, one thing is clear: mobile isn’t just the future - it’s the present.

The world of financial services is moving forward. Are you?

At moneyinfo, we know that working smarter is where the big gains are to be had. Our mobile-first solutions give you the tools to engage your clients, your way - securely, efficiently, and with your brand at the forefront.

*Are mobile apps the way to secure future clients? To read the full article in Money Marketing, click here.