Trend Report

Engage Investors With Game Mechanics

Competition, Rewards Motivate Wealth Management Clients

Bill Doyle
Rachel Roizen
 and  two contributors
Aug 01, 2014

Summary

Consumers know that investing is important to their financial futures. But wealth management can be complex and involves deferring current spending for long-term benefits. To engage investors and influence their behavior, digital strategy teams at a number of investment firms use game mechanics. This report outlines why you should consider game mechanics, offers examples from wealth management, and provides a guide for digital strategy teams looking to implement gamification.

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