Episode 027: In this episode of The Connected Advisor, I talk with Clifton Schaller, Chief Growth Officer at FutureVault. Clifton has a passion for customer-driven insights, striving to identify the biggest trends, pain points, and opportunities for innovation across the entire financial services ecosystem and then looking for people or technology best positioned to address them. With a corporate development, product management, and strategic partnerships background, Clifton drives the intersection of top-line growth and product strategy.

Clifton and I talk about the importance of user experience (UX) in the wealth management industry. He emphasizes the importance of UX design and how it can impact client retention and acquisition.

Key takeaways from this episode:

User experience (UX) design is crucial to client retention and acquisition.

The industry needs to help clients navigate the sea of investment products, and tailor portfolios to their specific needs.

Access to private markets is becoming more democratized, providing personalized opportunities for investors to participate in high-growth investments.

The episode is available now on your favorite podcast platform:

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Kyle Van Pelt