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

Fidelius takes stake in HNW specialist

Fidelius takes stake in HNW specialist

Follows February rebrand

Jen Frost
clock 02 May 2025 • 2 min read
Are advice business data silos a necessary evil?

Are advice business data silos a necessary evil?

‘Like them or not, data silos are here to stay’

Robin Bevan
clock 29 April 2025 • 4 min read
Editor's view: Plenty to celebrate about the next generation of advisers

Editor's view: Plenty to celebrate about the next generation of advisers

The editor's Friday Night Takeaway from 25 April

Jen Frost
clock 25 April 2025 • 4 min read