Mark Trousdale: Looking beyond gamification in digital advice

As a key component of many consumer platforms and apps, gamification and gamified client experiences are beginning to gain traction in wealth and investment management. However, the real potential is still largely untapped. To understand why, we should first take a step back to consider the industry context. Truly engaging digital For many advisers serving mass affluent markets, online client portals are now commonplace, as is some form of digital onboarding - usually in the form of risk profiling tools and questionnaires. These help ensure prospective clients stay engaged throughou...