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...

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