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Wealth management and the role of digital

Wealth management and the role of digital. 1 9 September 2013. The world is changing …Fast New business models are emerging every day . What do People Want “Make me richer” “Preserve my Money” “Make my life more Peaceful”. Live chat as a customer service tool.

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Wealth management and the role of digital

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  1. Wealth management and the role of digital 19 September 2013

  2. The world is changing …FastNew business models are emerging every day • What do People Want • “Make me richer” • “Preserve my Money” • “Make my life more Peaceful”

  3. Live chat as a customer service tool

  4. Technology adoption – Know your ClientTotal savings & investments 1.76m 1.46m 2.94m 0.95m 0.37m 0.17m 0.4m 1.8m 1.47m

  5. Potential Segments – not always life stages !

  6. Today, many wealth management institutions have not embraced customer-facing internet technologies…

  7. That said, there are a number of good examples overseas & in Australia that have…

  8. The wealth management digital eco-system offers the industry multiple opportunities… Search engine marketing Find a financial advisor .com.au Personalised activity & time-based messaging My Investment profile My household current (& projected future) wealth position/portfolio Loyalty program for activity and social introductions Distribution partners & Affiliates My (multiple) Managed Wealth Fund/s Retention Acquisition My Superannuation Compareproduct .com.au Client/customer support My Share trading Social – linkedin My Personal advisory team – for point in time advice (e.g. insurance) and ongoing portfolio management advice Mobile phone “utility”, e.g. personalised news - feedsy Financial news & analysis (content) Systems for track/test/learn/insights, e.g. web analytics, CRM, surveys

  9. Mobile websites and applications Optimised mobile websites Mobile Google Search Multi-screen experience Utility Marketing: Interrupt at the point of need and be part of your customer’s life (for life Examples: Curated news in flipboard style format, Wealth monitor, latest advice

  10. Tools and Ideas for your Business

  11. “How-to” video content that adds-value to the relationship (YouTube as a search engine)

  12. Mobile Apps

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