Foundations: Understanding Social Preferences
Stephen Striegel2022-09-21T18:17:16+00:00Understanding your clients’ social preferences is pivotal to retaining and capturing their walletshare over the next decades.
Regulators Want More Behavioral Science in Financial Services – Let’s Go Beyond Nudging
Patrick Spenner2022-08-29T14:03:11+00:00Regulators want firms to use more behavioral science in serving clients. Bravo! Behavioral science can enable firms to personalize financial wellbeing at scale.
Capturing the Walletshare of Gen Z
Stephen Striegel2022-08-16T21:03:55+00:00To catch up to the Fintechs already positioning themselves as Gen Z’s wealth managers, firms must harness Experimental Data to offer personalized digital advice at scale.
Are You Thinking About ‘Good Friction’ in Your Advice Journey?
Patrick Spenner2022-07-12T00:30:51+00:00In the pursuit of ultra-low friction digital and hybrid advice journeys, firms risk sacrificing trust and connection for client convenience.
EU Wealth Managers are Behind on Sustainable Preferences: Questionnaires are a Poor Band-Aid
Patrick Spenner2022-06-01T21:29:28+00:003-months out from EU regulatory mandates, only 25% of advisors ask about clients’ sustainability preferences. Time to speed it up…but for the love of clients, not with a new questionnaire.
Webinar Highlights: Crafting a High-Quality Sustainable Investing Experience
Patrick Spenner2022-03-17T16:58:52+00:00We ran a webinar series with MSCI sharing insights and a roadmap for crafting a high-quality SI experience. In this post, we cover highlights and include replay links.
