Presentation

Understanding Expectations of Wealth Management in a Digital World

Accenture surveyed 1,200 individuals across seven European markets to help wealth management firms understand how investors are managing their finances digitally. These digital generation, or “Generation D,” investors are heavy users of digital technology in all aspects of their lives, including their investing habits, and have the desire and means to invest. Generation D spans socioeconomic lines and represents an impressive market opportunity across the seven European markets where the study was conducted.
 
This presentation will be a deep dive into the survey responses from Germany, and will include a view into:

  • This group’s preferred methods of interaction with their advisors
  • How they rate their firms’ digital tools and services
  • Which digital tools and services can drive an investor’s decision to select a firm