Think about it: our phones are with us everywhere, every single day. They’re the first thing many people check when they wake up and the last thing they see before bed. It's probably the device you're using to read this post. Phones aren’t just tools anymore—they’re extensions of how we live, work, and connect.
Here’s what the research says about average daily phone usage:
📱 Gen Z: 6 hours/day
📱 Millennials: 4.5 hours/day
📱 Gen X: 4 hours/day
📱 Baby Boomers: 3.5 hours/day
Yet, when it comes to financial services, we’ve missed the mark. Most apps in our space have a single, uninspired purpose: clients open the app, glance at their balance, and close it. That’s it.
Now, think about the apps that do capture attention. They engage, entertain, and foster connections. These are the apps your clients are spending hours on every day—not yours.
The question is, how can financial services become more relevant in the daily lives of our clients? How can we build the same level of trust, value, and connection that they find in other parts of their digital lives?
That’s where WealthTeamWork (WTW) comes in.
Our platform is designed to bring the financial world into the connected, social, and dynamic digital space where your clients already live.
✨ With WTW, your app doesn’t just provide information; it builds relationships.
✨ It connects clients with their most important advisors and the financial information that truly matters.
✨ It creates a seamless, interactive experience that feels less like a chore and more like an empowering part of their lives.
WTW is private, secure, encrypted, and compliant with SEC communication rules, so you can deliver a cutting-edge client experience with peace of mind.
In today’s world, living in your clients’ pocket isn’t optional—it’s essential.
Let’s build a financial experience that’s as dynamic, interconnected, and secure as today’s digital world demands.
