Raza Shah: Five essentials for a user-first digital advice experience

‘Design thinking’

clock • 4 min read

The advisory sector's growth in the coming years will be greatly determined by its ability to adapt to an evolving client base who are increasing living a digitised life, writes Raza Shah, as he outlines key aspects of a design-led user experience

Wealth is being transferred between generations at an extraordinary rate - indeed, by 2030, the value of such transfers is expected to reach £115bn annually. Clearly there is immense opportunity for advisers to capitalise on this trend, offering their services not only to Millennials but in time also to Generation X and, much further down the line, Generation Z. Advisers will need to find innovative ways to stand out - and developing a ‘design thinking', solutions focused culture will be a critical differentiator to attract the next generation of wealth owners. These consumers want conve...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read

Fighting financial fraud requires cutting-edge tech – and more besides

'Financial fraud has come a long way since Bruce Wayne's day'

Steve Andrews
clock 28 November 2025 • 4 min read