Everybody likes the idea of growing money. But investing money means giving trust. Unlike money, trust is hard to buy back once lost. This talk explores points related to designing investment platform onboarding experiences, focusing on what constitutes building trust and using innovation to enhance user engagement and confidence.The investment industry is filled with challenges such as complexity, uncertainty, transparency and regulations. For conference attendees, this presentation offers insights into shaping wealth experiences into simple, educational, and transparent experiences that assist customers in building trust and making better financial decisions.
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