Research from Money Marketing reveals an emerging trend: younger clients increasingly expect financial advice to be available through mobile apps. It is a challenge but also an opportunity to engage tomorrow’s high earners.
The rise of mobile engagement
Young adults are leading the way in mobile-first financial management. Currently, 34% receive adviser information via mobile, but 40% would like to receive information this way in the future.
At moneyinfo, we have seen this shift up close. Research with Compeer shows that over half of high-net-worth clients with £1 million+ in investments want better digital tools, including mobile apps and client portals. Digital services are no longer an added bonus - they are essential.
Connecting with clients wherever they are
Mobile is not just for younger generations. High earners across the board value digital tools for their ease and accessibility, with many seeking the ability to track pensions and investments, and to access personalised content, through mobile phone apps.
Demand for this was highest among 18 to 34 year olds and the highest earners (people earning more than UK£ 100,001), at 80% and 82% respectively.This is not just about technology - it is about building trust. “If you do not pick them up now, you won’t get them in the future”, said Ian McKenna, founder at FTRC, speaking to Money Marketing, highlighted the importance of engaging younger clients early.
Making mobile the heart of engagement
At moneyinfo, we know how powerful a seamless mobile experience can be. Our platform equips firms to deliver an experience clients love with secure messaging, real-time portfolio updates, and centralised document storage. It is the modern service clients now expect.
But it is more than just convenience. A branded app fosters loyalty, showing clients you are invested in their needs today and tomorrow. By providing tools to track pensions, investments, and personal finances in one place, you are making their lives simpler while proving your value as a trusted adviser.
Why mobile benefits your business too
Mobile does not just enhance client relationships; it transforms efficiency. Automated portfolio updates, seamless document sharing, and integrated onboarding workflows save time and reduce errors. And because moneyinfo integrates effortlessly with your existing platforms, back office systems, and planning tools, you can supercharge client engagement, without disrupting your business.
Firms adopting mobile technology now are setting themselves up for lasting success. Whether it is connecting with the next generation of clients, or providing smarter tools for high earners, one thing is clear: mobile is not just the future - it is the present.
The world of financial services is moving forward. Are you?
At moneyinfo, we know that working smarter is where the big gains are to be had. Our mobile-first solutions give you the tools to engage your clients, your way securely, efficiently, and with your brand at the forefront.
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