Helen Oxley: Play your part in the democratisation of investing

Digital engagement holds key

clock • 5 min read

The savings revolution is all about making investing accessible and, while that is a great opportunity for the new breed of online propositions, says Helen Oxley, it is also one for more established financial services firms

The wealth management and financial advice industry is gearing up for a dramatically different future. In 10 years' time, we can expect the familiar to be unrecognisable. Language will have simplified, customer data-sharing interfaces will have advanced, and new start-up brands will have challenged major traditional players. At the centre of this revolution will stand customer experience, lower cost barriers and seamless digital investment journeys. We are now seeing the introduction of disruptive technologies that will unlock exponential growth in new and existing market segments. Wh...

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