--- title: "How User Experience Reshapes the Future of Wealth…" description: "In wealth management, data is paramount. But it's not just about the data itself. It's about how people present, digest, and ultimately act upon it." url: https://www.milemarker.co/podcast/how-user-experience-reshapes-the-future-of-wealth-management-with-clifton-schaller updated: 2024-01-02 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 27 · Jan 2, 2024 · 44 min # How User Experience Reshapes the Future of Wealth Management with Clifton Schaller [**Clifton Schaller***Chief Growth Officer, FutureVault*](https://www.milemarker.co/podcast/guests/clifton-schaller) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode In wealth management, data is paramount. But it's not just about the data itself. It's about how people present, digest, and ultimately act upon it. That's where the user experience (UX) revolution in wealth management takes center stage. Today's investors, from seasoned veterans to tech-savvy millennials, demand clarity, personalization, and a seamless digital journey. They want information that's visually appealing, readily digestible, and actionable. In this episode of The Connected Advisor, Kyle talks 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 talks with Kyle 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. Clifton also shares his insights on retirement readiness, access to private markets, generational wealth transfer, and the changing preferences of millennials and Gen Z. He believes that the industry is well-positioned to address these challenges and adapt to clients' changing needs. Join us as we discuss: - \[03:13\] - Clifton's money moment. - \[07:18\] - What Clifton's experience as a UX designer at Morningstar looked like. - \[10:36\] - What it takes to have a great user experience. - \[13:21\] - Clifton's motivation to choose UX design. - \[17:07\] - Clifton's outlook on the future of the industry. - \[25:33\] - The role of FutureVault in wealth technology. - \[32:04\] - Clifton's five insights for professional growth. - \[38:53\] - Clifton’s favorite book from 2023. - \[39:13\] - What firms looking for growth should focus on in 2024. **Key Takeaways** - 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. - Understanding the needs of the next generation will significantly impact the overall economy. **Quotes** "People process information in different ways, but they process it very quickly. If you're showing something that looks crisp, easy to process and go through, you have a higher likelihood of retaining or gaining a client." ~ [Clifton Schaller](https://www.linkedin.com/in/cliftonschaller/) "Our industry will be well-positioned for those who transform and change to meet the needs of the next generation. This is going to have an impact not just on individuals but on our economy macro-wise as well." ~ [Clifton Schaller](https://www.linkedin.com/in/cliftonschaller/) "People who are willing to roll up their sleeves — it inspires people. Knowing how to lead from the front, lead from the rear, and lead from the field —people are able to inspire others through selfless leadership." ~ [Clifton Schaller](https://www.linkedin.com/in/cliftonschaller/) **Links** - [Clifton Schaller on LinkedIn](https://www.linkedin.com/in/cliftonschaller/) - [Anthony Stich](https://www.linkedin.com/in/amstich/) - [Morningstar](https://www.morningstar.com/) - [The 48 Laws of Power by Robert Greene](https://www.amazon.com/48-Laws-Power-Robert-Greene/dp/0140280197) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) - [Google Podcasts](https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u) ## Promos **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode.](https://open.spotify.com/episode/1psTSPnk7mf51o3BZh24f5?si=80f24c33e26b4f85) ## Episode 027 In this episode of Next Mile, I talk with [Clifton Schaller](https://www.linkedin.com/in/cliftonschaller/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management), Chief Growth Officer at [FutureVault](https://www.futurevault.com/?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management). 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 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: [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S?si=bbd1722143fd4230&utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management) [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management) [Youtube](https://www.youtube.com/watch?v=Mg72y6cFiU4&utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management) [Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5tZWdhcGhvbmUuZm0vY29u?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management) While there, please don’t forget to Download, Like, and Subscribe. If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, [click here to grab 15 minutes](https://meetings.hubspot.com/kyle-van-pelt?utm_source=newsletter.milemarker.co&utm_medium=newsletter&utm_campaign=how-user-experience-reshapes-the-future-of-wealth-management). Kyle Van Pelt [**Clifton Schaller***Chief Growth Officer, FutureVault*](https://www.milemarker.co/podcast/guests/clifton-schaller) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. 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