Mobile searches with the qualifier “should I ______” have grown over 65% in the past two years, including searches such as “what should I invest in” and “should I invest in ___.”


‌Source: “When people are ready to invest, digital is their first stop,” Feb. 2018. (Photo by Igor Miske)

Why it matters

Wealth management customers at all levels rely heavily on digital to help them make decisions at every step of their journey — even if they don’t sign up for an account online. Accounting for these shifting consumer behaviors will require some big changes. But with big changes come big opportunities.

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