Trends Report

Engage Investors With Game Mechanics

Competition, Rewards Motivate Wealth Management Clients

August 1st, 2014
BD
Bill Doyle
RR
Rachel Roizen
With contributors:
Benjamin Ensor , Audrey Blumstein

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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