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WEALTH MANAGEMENT INSIGHTS
The gold standard of wealth management: Redefining investor experiences in Asia-Pacific
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Rethinking data and digital

After more than 12 turbulent months since the start of the COVID-19 pandemic, digital wealth providers in Asia-Pacific have yet another challenge to look forward to: upgrading the digital experience. The urgency of this initiative comes not out of choice, but necessity.

Refinitiv recently surveyed over 500 investors in Asia-Pacific to understand how their trading activities, data needs and digital expectations are evolving. The study finds that investors in this region are more frustrated by their platform experiences and less loyal compared to their global counterparts.

This dissatisfaction is due to the fact that wealth firms have struggled to adapt their content and digital strategies to the unique investing behaviour in the Asia-Pacific region. The failure to impress has significant consequences for revenue generation with some clients even prepared to take their assets elsewhere due to the poor digital experience.

Fortunately, the study identifies several enhancements that Asia-Pacific investors state would improve the digital experience. These range from ease of use when navigating the platform, to advancing data capabilities, the provision of analysis and visualization tools.

Download the full Asia-Pacific report now to discover the top digital requirements investors in Asia-Pacific.
About the research:
Redefining Investor Experiences in Asia-Pacific is based on research commissioned by Refinitiv that examines how investors' trading activities, data needs and digital expectations are evolving. We surveyed over 500 self-directed and advised mass affluent investors located in five of the key financial centres in Asia-Pacific:
  • Australia
  • China
  • Hong Kong
  • Japan
  • Singapore
"The Asian market has unique challenges and investor expectations in respect to their digital experiences. With the growing number of retail investors and accelerated competiton amongst established and new wealth players, providing the latest technology to lower cost, increase connectivity and improve the investor experience, will be key to long term success."

Steven Carroll, Global Head of Sales Strategy and Execution, Wealth, Refinitiv
Key findings for digital wealth providers in Asia-Pacific
32%
of investors say they are more likely to need investment advice than 6 to 12 months ago
22%
are willing to switch platforms within a year because of their poor digital experiences
31%
say clearer product navigation is a priority platform improvement they want to see
48%
are increasingly enthusiastic about ESG investing
Refinitiv Wealth Management Solutions
Refinitiv Wealth Management solutions empower clients with the content, technology and expertise to accelerate growth. Our front, middle and back office solutions help wealth management firms improve decision making, deepen client engagement and optimise business performance.

Refinitiv has a rich history of servicing the Wealth Management industry, we have invested heavily in the business and are committed to bringing the most advanced solutions to the market. The ongoing industry transformation sees us working hand-in-hand with our clients to improve advisor workflow solutions and digital wealth experiences. 

Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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