Trends Report

Meet The Digitally Savvy Delegator

Design Solutions For A Lucrative Segment That Behaves Like Validators

August 9th, 2021
With contributors:
David Hoffman , Christiana Lano , Sam Bartlett

Summary

Digitally savvy delegators are an overlooked, lucrative segment and represent an attractive opportunity for wealth management firms right now. As incumbent firms and fintech startups alike continue to compete to attract and retain customers, firms need to understand who digitally savvy delegators are and design solutions to attract and retain them. Read this report to gain insight on the key preferences and behaviors of digitally savvy delegators and the actions wealth management firms must take now to serve this important group of investors.

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