Cultural mega-trends that will impact advice
Explore big cultural trends underpinning innovation in advice.
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Where culture meets technology
Too often we see businesses implement technology when the problem being solved isn't properly understood. Rather focusing on technology for technology sake, great innovation tends to happen when we draw insights from cultural trends and apply technology to them.
In this white paper, we examine three important cultural mega-trends that are happening right now and how financial advice practices can take advantage of them.
The trust deficit and the sharing economy
At a time where consumers don't know what to believe in the media and online, they are also trusting strangers to drive them around and stay in their homes. How should you take advantage of these two conflicting trends?
Helping consumers feel good
Consumers are increasingly wanting their purchasing actions to resonate with their personal values and make a meaningful impact to the world. Learn what your business can do to help clients feel they are achieving a greater sense of purpose.
Gender neutrality and women power
With females are shaking off traditional stereotypes, look at why advisers should move away from a 'male-focused approach' and how you can tailor your offering to the wealth attitudes of women.
The trust deficit
Actions speak louder than words:
How to build consumer confidence with trust
Trust is a commodity that companies covet. Gone are the days of blind confidence and loyalty based solely on brand familiarity.
In this article we explore:
- Why consumers want meaningful engagement through actions rather than rhetoric
- Case studies of companies that are making sense of this trend
- 3 key actions financial services and advisers can act on to build trust
Help me feel good
Help consumers feel good with guilt-free goals
Doing good has become part of brand strategy as consumers across the globe look for ways to make an impact with their buying choices.
In this article we explore:
- Why brand strategy must include values-based offerings and marketing
- Which companies are tapping into the Help Me Feel Good trend
- How advisers and planners can tap into the trend without it being hollow or patronising
Gender neutrality
Why the rise of the female matters to your advice business
The rise of the female gives financial advisers an opportunity to take a new approach at empowering female customers, and to build financial literacy into service offerings for every audience.
In this article we explore:
- The global mega trend toward female equality and empowerment
- Why you should no longer pigeonhole women into traditional milestones and life stages
- How to communicate with women holistically to take into account changing roles and ambitions
Expectation economy
The experimentation experience:
Why variety is the spice of life
A movement has emerged as technology develops and provides access to options previously unavailable - a movement where consumers are looking to trial more and commit less.
In this article we explore:
- How experimentation and variety is driving customer choices
- Which companies have embraced and are capitalising on this trend
- How open banking is increasing the relevance of experimentation in financial services
- How you can offer an experimentation experience that can lead to greater client engagement.
Spiritual enlightenment
How spiritual enlightenment can shape your approach to clients
You might notice your Instagram feed blowing up with yoga, mindfulness and inspirational posts about being your best self. But what’s the connection for financial advisers to spiritual enlightenment, a global mega-trend centred on finding meaning?
In this article we explore:
- What is spiritual enlightenment and why it's important
- How Emoti-nomics is affecting money management and perception of financial brands
- Why wellbeing is becoming as important as wealth in developing client relationships.
Where culture meets technology
In this report, we explore three cultural mega-trends that are happening right now, and examine how your business can evolve and innovate with these shifts in behaviour.