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LSEG Data & Analytics leads the way in reinventing digital engagement for wealth management

In an age where digital experiences define customer expectations, the wealth management industry is facing mounting pressure to evolve. Clients are no longer satisfied with static portals and dense financial reports. Instead, they expect a personalised, dynamic and mobile-friendly interface — much like what they experience daily on social media platforms.

LSEG Data & Analytics (D&A) is stepping up as a trusted partner for wealth managers looking to meet and exceed these expectations. With a suite of ready-to-deploy tools and deep expertise in digital transformation, LSEG D&A is helping firms accelerate their evolution, improve client engagement and drive growth in an increasingly competitive marketplace.

For its innovations, LSEG D&A won two awards at the Digital CX Awards 2025, hosted by The Digital Banker, namely: ‘Best Use of AI for Customer Experience – Wealth Insights’ and ‘Outstanding Customer Analytics and Insights Solution’.

Now more than ever

A recent study shows that 68% of investors expect their digital interactions with financial providers to match the seamlessness of leading technology platforms. Additionally, with 76% of millennials using mobile apps to access their portfolios, it’s clear that clunky, desktop-first portals are no longer fit for purpose.

Which is why LSEG D&A’s digital solutions are built to bring content to life, delivering hyper-personalised experiences and insights and interactions that bring data and analytics to life in ways that align with modern user behaviour.

Its digital engagement platform offers wealth managers four essential capabilities to strengthen their client relationships:

  1. Intuitive information displays with dynamic widgets: LSEG D&A’s plug-and-play wealth management widgets turn static portals into sleek, responsive user experiences. Designed to simplify complex financial data and integrate seamlessly into existing platforms, these widgets make it easier for clients to engage with information. Whether it’s interactive charts, security sentiment, or portfolio summaries, these components dramatically improve usability, while reducing implementation costs and development time.
  2. Mobile-first user experience: With nearly half of investors and a majority of millennials accessing investment platforms on mobile devices, LSEG D&A offers a mobile-first portal design that delivers the full experience directly to smartphones and tablets. These platforms aren’t scaled-down versions of desktop sites—they’re built from the ground up to be intuitive, engaging and personalised. Think: suggested investment ideas based on user interests, just like music apps recommends new music.
  3. Engaging short-form video with AI visualisation: To align with how users consume content today, LSEG Data Visualiser uses AI to turn dense reports and real-time data into compelling short-form videos. With video expected to account for 82% of all consumer internet traffic by 2025, this capability enables firms to communicate insights faster, boost content visibility and lower production costs compared to traditional methods.
  4. Sophisticated portfolio-level analytics: Modern investors expect to play an active role in managing their finances. LSEG D&A empowers this with advanced analytics capabilities that allow clients to run scenario analyses, assess portfolio risk and generate predictive insights. These tools are not only powerful but also user-friendly, enabling better decisions and deeper trust between firms and clients.

Shaping the future of wealth management

What sets LSEG D&A apart is the speed and scale at which it enables transformation. Rather than embarking on lengthy in-house development projects, firms can partner with LSEG D&A to rapidly bring new experiences to market—often in weeks rather than months.

Whether firms need standalone components, full mobile platforms, or AI-powered video tools, LSEG D&A provides solutions that are fully white-labelled, customisable and backed by some of the most trusted financial data in the world.

Discover a data universe with a wealth of opportunities >

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