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Bespoke client engagement.
Transformative CX.
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Bespoke client engagement.
Transformative CX.
Challenge or Opportunity?
The Great Wealth Transfer has begun. In Australia, $5 trillion is shifting from baby boomers to the next generation. The influence of the 'elder daughter effect' means that women are taking charge of $3.2 trillion in assets, signalling a seismic shift in gender demographics and the control of wealth.
This holds profound implications for the wealth advice industry. Yet for the astute adviser, this represents a unique opportunity.
Advanced adviser 'EQ' for a sensitive, empathetic and more profound client connection.
What makes your client tick?
The implications are profound: Success today hinges on an adviser’s ability to connect with clients on a deeper, more authentic level.
To truly understand an investor, you must first understand the person. Investor DNA® uses advanced behavioral science to uncover each client’s unique 'wealth mindset'—the subtle interplay of their thinking preferences, motivations, and biases.
These insights are the key to providing a personalised and exceptional client experience. Investor DNA® equips wealth professionals with advanced emotional intelligence (EQ), enabling them to navigate the complexities of intergenerational wealth transfer with confidence and precision.
Investor DNA®: Bespoke client engagement - Transformative CX.
Emotional Intelligence 'EQ':
The key to female engagement
HNW female investors seek personalised, holistic advice tailored to their unique life circumstances. They seek a portfolio aligned with their strongly held values and beliefs, making ESG preferences and socially responsible investments a priority. Those advisers who demonstrate high 'EQ' for heightened understanding, empathy and sensitivity will have their trust.
Investor DNA®; Empowering Female Wealth
Navigating the human dynamics of wealth transition
The next generation must be viewed not simply as family members but as individuals with their own preferences, motivations, and biases. Advisers must reconcile potential flashpoints rooted in different intergenerational values and expectations. The challenge is to preserve the family legacy while enabling the NextGen investor to forge their own unique path.
Investor DNA® - Bridging the generation gap.
Creating exceptional CX
We often assume others think like us, but that’s not so. Portfolios can look similar, reflecting the values, preferences and biases of the adviser rather than those of the client. Investor DNA® enables the wealth professional to understand, engage and personalise their approach to meet the unique needs of every client.
Investor DNA®; Redefining the client experience.
Attract, engage and retain the next generation of wealth
Values-based investing - ESG
Investor DNA® provides powerful insights into a client's core values and ESG preferences aligned with leading ESG analytic providers.
This enables wealth advisers to tailor every portfolio recommendation to align with the client’s values, creating a more purposeful investment strategy that delivers measurable social impact.
This approach enhances client engagement, fosters ownership, and strengthens commitment to the investment plan.
Investor DNA®: Investing with purpose.
Investor DNA acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Reinventing the 'risk paradigm'
Investor DNA® takes a holistic approach to risk management for a more tailored investment portfolio and for managing risk in real-time.
Insights that empower
Investor DNA® provides powerful insights into 'what makes your client tick' for an exceptional client experience and a deeper client connection.
Female financial wellbeing
Investor DNA® provides the 'EQ advantage' for a deeper and more empathetic client relationship sensitive to the emotional needs of the HNW female investor.
Values & ESG preferences
Investor DNA® provides a 'deep dive' into your client's ESG preferences for a more resonant portfolio, aligned with Bloomberg ESG data analytics.
Investor DNA® acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Creating wealth continuity
Investor DNA® insights help bridge the generational gap, helping the adviser honour the family legacy whilst enabling the NextGen investor to forge their own path.
Investment Risk - Simplified
Investor DNA® recognises risk appetite as just one piece of the puzzle to be considered when managing investment risk. Of equal importance is evaluating a client's risk capacity (the level of risk they can actually afford) and the required risk to meet their financial goals within a set timeframe.
Investor DNA® further measures a client's sensitivity to loss, helping advisers understand how their client is likely to react during market volatility. This enables advisers to align investment strategies with client goals while managing their emotional responses in tough market conditions.
Investor DNA®: Adopting a holistic approach to risk management.
The rise of the high-net-worth (HNW) female investor
As the HNW female investor emerges as the preeminent client, 61% say they feel underserved. More educated than previous generations, they seek insight, empathy, and understanding from a male-dominated industry.
Consequently, only 15% of NextGen investors intend to retain their parents' adviser. This highlights a sobering truth: that wealth transfer is the critical moment when advisers are most vulnerable to losing control of the relationship and in turn, the assets.