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The digital wealth agenda

Advancing the self-directed investor experience

With the COVID-19 pandemic having a profound impact on the wealth management industry, a new survey uncovers key insights from self-directed investors on data, digital capabilities and the online platform experience.

Self-directed investors show limited loyalty to investment platforms and while few are actively contemplating switching providers, this could change as digital leaders open up greater differentiation in their capabilities and digital experience.

With market volatility and the ongoing uncertainty around the COVID-19 pandemic, wealth firms are under pressure to help investors make sense of fast-moving markets. 

In a recent survey with over 600 self-directed investors across the globe we uncover the expectations and opportunities around the insights, digital experiences and value they receive from financial providers. 

Access the full report to find out:

  • How COVID-19 and the ensuing market volatility has changed investor behaviour and platform loyalties
  • How investor appetite for in-depth content and analysis has changed, revealing important gaps
  • What digital capabilities and tools can improve the investor experience

Key insights


of investors say fundamental security analysis has been a critical source of investment ideas


access their investment accounts via laptops and 40% via mobile apps


of those willing to switch providers say gaining access to more markets coverage is a key factor

Read on - Complete this form to open the full report

Wealth providers , now more than ever, need to ensure they are delivering the data, tools and online experiences needed to build loyal client relationships as expectations continue to accelerate in the digital age.