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...
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