The new generation of millionaires are happy to use digital tools, even for the management of their heritage.
Even the most Rich now want to manage their fortunes on the Net, and require private banks and wealth managers, far more traditionalist, a radical technological shift. This is one of the conclusions of the latest report on wealth in the world published by Capgemini.
“We see that the population of younger millionaires, and that less than 45 years, more and more Many do not have the same attitude as their responsibilities vis-à-vis new technologies elders “observes Jean Lassignardie, director at Capgemini. Some appointments each year in the beautiful rooms of their private banker no longer enough for them.
automated management solutions proposed by robots
They want a permanent personalized monitoring where that they are in the world, and across all channels, including digital, as well as tools to follow their own business, they often fall -and more than the generations précédentes- their assets among several asset managers.
This appetite for technology explains the emergence of new competitors for private bankers. Younger generations of millionaires are not hostile to such automated management solutions, generated by bots (robots advisors), which begin to develop in the United States. But if wealth managers have fallen behind technologically, new players can help them fill it.
Thus, the United States, where in Silicon Valley, Hearsay Social, offers them a customizable tool they can use to “push” information at the right time to their customers, and how to use social networks to recruit young prospects under 35 years.
A revolution to take even more seriously than rich under 45 years are more likely than other older leave their wealth manager if they are not satisfied.