1 / 13

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.

brina
Télécharger la présentation

Wealth management and the role of digital

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related