How User Experience Reshapes the Future of Wealth Management

Clifton shares his insights on retirement readiness, access to private markets, generational wealth transfer, and the changing preferences of millennials and Gen Z.

Author

Kyle Van Pelt
January 02, 2024

Episode 027: In this episode of The Connected Advisor, I talk with Clifton Schaller, Chief Growth Officer at FutureVault. Clifton has a passion for customer-driven insights, striving to identify the biggest trends, pain points, and opportunities for innovation across the entire financial services ecosystem and then looking for people or technology best positioned to address them. With a corporate development, product management, and strategic partnerships background, Clifton drives the intersection of top-line growth and product strategy.

Clifton and I talk about the importance of user experience (UX) in the wealth management industry. He emphasizes the importance of UX design and how it can impact client retention and acquisition.

Key takeaways from this episode:

  1. User experience (UX) design is crucial to client retention and acquisition.

  2. The industry needs to help clients navigate the sea of investment products, and tailor portfolios to their specific needs.

  3. Access to private markets is becoming more democratized, providing personalized opportunities for investors to participate in high-growth investments.

The episode is available now on your favorite podcast platform:

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt