Louis Williams: Gamification in advice unpicked

Education and motiviation

clock • 4 min read

Gamification should be used to educate and motivate clients not to evaluate their behaviour, writes Louis Williams

As our industry makes greater use of technology to better understand investors and help them achieve their goals, questions are being raised on the role of gamification. When I refer to gamification, it goes beyond the engagement that we typically experience within an online interface, such as providing scores for a task, using progress bars as a client completes stages of onboarding, or making use of visual feedback through changes in colour and moving widgets. Gamification in the context of this article ranges from the use of a game in its entirety to including elements of games suc...

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 Your Business

Editor's view: Feeling the heat

Editor's view: Feeling the heat

The editor's Friday Night Takeaway from 29 May

Jen Frost
clock 29 May 2026 • 2 min read
Why advice firms need to be 'more intentional' when attracting new talent

Why advice firms need to be 'more intentional' when attracting new talent

Financial advice not seen as ‘a profession at all, let alone a first-choice career’

Sophia Panayi
clock 27 May 2026 • 8 min read
Lead generation: Execution is just as important as selection

Lead generation: Execution is just as important as selection

'It's no surprise the channel has, at times, been met with scepticism'

Richard Ardron
clock 20 May 2026 • 3 min read