Meeting the demands of a new generation of investors.

11 / 10 / 2024

The wealth management industry is transforming as younger, tech-savvy clients demand self-service options and seamless digital experiences. In response, private banks are prioritizing digital transformation and significantly increasing technology investments to meet the expectations of this new generation of high-net-worth investors.

1 min.

Business insights

Meeting the demands of a new generation of investors.

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New client demographic, new opportunities

The wealth management industry is transforming as younger, tech-savvy clients demand self-service options and seamless digital experiences. In response, private banks are prioritizing digital transformation and significantly increasing technology investments to meet the expectations of this new generation of high-net-worth investors.

3.2€ trillion

in assets will transition to Gen X, millennials and Gen Z in Europe marking a significant shift in economic power.*

* Le Point Stories, 2023

77%

of ultra HNWIs rely on wealth management services to navigate the complexities of passing wealth across generations.*

* Capgemini, 2024

59%

of millennials prefer wealth managers who consistently advance their digital capabilities.*

* EY, 2023

The wealth management industry is changing

7.4% growth

in liquid assets owned by HNWIs in Western Europe by 2027.*

* Celent, 2024

4.6% growth

in IT spending reported by executives in 2024, accelerating from 3.4% in 2023.*

* Celent, 2024

62%

of industry professionals think that the competitive threat from fintechs and other challenges are increasing.*

* Celent, 2024

74%

of investors are likely to consider technological services providers for wealth management services.*

* ThoughtLab, 2023

Deliver remarkable client experience powered by technology: a strategic priority for Europe’s private banks.

Raising standards: what today’s investors expect from their wealth manager

Autonomy

Clients demand the ability to manage their portfolios independently, seeking selfservice options that empower their investment decisions.

User experience

There is a strong demand for seamless navigation and tailored experiences that enhance overall user satisfaction.

Digital technologies

Investors expect user-friendly applications that provide real-time tracking and personalized financial insights at their fingertips.

Empowering investors with a complete e-brokerage suite

Discover how Worldline can help you transform client engagement and portfolio management to meet the needs of this new generation of investors, by providing tailored digital brokerage solutions that enhance client experiences and drive growth.

Autonomous Portfolio Management

Clients can effortlessly manage their portfolios, allowing them to make informed decisions independently.

Comprehensive Financial Insights

Provide easy access to search for specific financial instruments, explore market trends, and consult key indices.

Seamless Order Execution

Enable users to place buy/sell orders with just a few clicks, streamlining the trading process and enhancing user experience.

Market Highlights

Keep investors informed with daily top performers/ underperformers and tailored market reports, fostering timely decision-making.

Performance Tracking

Offer clients real-time insights into their portfolio performance, helping them stay informed and make strategic adjustments as needed.

Historical Data Access

Clients can review historical data for indices and share prices, empowering them to analyze trends and make data-driven decisions.

Worldline Trade Order Management and Stock Market Data solutions

Build from the ground up or seamlessly integrate with your existing platform

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Cloud-based reliability

We build and host our solutions on leading cloud providers, eliminating the technical burdens for your team. Enjoy enhanced security, scalability, and performance without the hassle of infrastructure management.

White-label customizable components

Our components allow you to tailor the look and feel to match your brand identity, and their responsive nature ensure an optimal experience whether accessed via web browser, mobile phones or applications.

Global API Access

Leverage our comprehensive set of APIs to integrate seamlessly with your existing systems, enabling you to enhance functionality and streamline processes effortlessly.

Scalable solutions

Whether you’re enhancing an existing platform or starting fresh, our solutions can scale to meet your specific needs. Focus on what matters most—growing your business and serving your clients—while we manage the technical details.

Embrace tomorrow’s banking solutions with Worldline

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