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As wealth management firms strive to provide the best customer experience in a competitive marketplace, it is essential to understand how the data needs and digital expectations of their clients will evolve in the future.

Refinitiv recently surveyed over 1000 self-directed and advised investors globally on how their trading activities, data needs and digital expectations have changed in the last 12 months. We found that the appetite for data, such as ESG, and intuitive analytics are growing. Enthusiasm for responsible investing rises to 61% of millennial investors.
The research shows that 39% feel that they currently lack access to data and content that would help their investment decision making. This provides a great opportunity for digital wealth providers to address any gaps and tailor services and solutions to cater to these needs to stay relevant.

Watch our panel of EMEA wealth management experts when they discuss their views on these insights, including:
  • Changes in investor behaviour and requirements in the last 12 months - did COVID-19 and the subsequent volatility expose any data gaps?
  • Next generation investors with next generation data and analytics demands - what trends and content sets are influencing millennial investment decision making?
  • Data on the data - finding investment ideas in alternative data sources, such as news and social media sentiment analytics

Webinar details

Date: On demand

Duration: 60 minutes

Login:  Details will be provided after registration


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Our Speakers
Wendy Spires (Moderator)
Head of Research
ClearView Financial Media

Leslie Gent
Head of Responsible Investing

Giovanni Lietti
Product Manager

Steve Carroll
Head of Market Development Wealth
Refinitiv (an LSEG business)

Our Partner
WealthBriefing is a daily news and analysis service. Since 2005 The WealthBriefing Network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events.