Millennials, born between the early 1980s and mid-1990s, have grown up in a digital world. From shopping online to managing their finances through apps, they prioritise convenience and user-friendly experiences.
In an era where everything is available online, Millennials are helping to reshape industries by demanding more online platforms, services, and for some reason, copious amounts avocados.
The oldest Millennial is now 43 years old. Many of them have built up significant assets, businesses and many have children… and as this generation continues to mature, their needs and expectations will have extended beyond things like consumer goods to services like estate planning.
The Arken Instruction Hub is Perfect for Millennials
The Arken Instruction Hub digitally transforms your client’s experience, modernising client engagement and enhancing efficiency.
It Digitises Interactions and Communication with Your Clients
The Arken Instruction Hub introduces a client portal, aligning with Millennials’ preference for digital communication. No more paperwork or cumbersome processes; instead, clients can engage seamlessly through their own branded portal.
Millennials can receive direct messages, securely share documents, and fill in the Estate Questionnaire effortlessly, making the estate planning process convenient for them.
It Saves You Time and Money
Millennials value their time and seek solutions that streamline administrative workloads. The built in Estate Questionnaire is so user-friendly, Millennials can complete their information with ease. They can also approve the Confirmation of Instruction Letter, as well as uploading other documents too.
It also saves you valuable time on admin and rekeying in data, which speeds up the engagement time with your client. Millennials can focus on their busy lives knowing that the estate planning process they have signed up for is not going to be a time-consuming ordeal.
Customisation is a key trend among Millennials, who appreciate a tailored experience. The Arken Instruction Hub offers the ability for your clients to access their own portal, in which they can organise and store their documents and information. It also allows you to customise the communications that go out to your client, helping you maintain your unique brand identity.
Embracing the Future of Estate Planning
As Millennials seek digital solutions in all aspects of their lives, the Arken Instruction Hub stands out as a pioneer in reshaping the estate planning landscape. By aligning with the preferences and trends of this generation, it not only meets their expectations but exceeds them, making estate planning a modern and accessible process.
In a world where convenience is king, the Arken Instruction Hub empowers Millennials to take better control of their estate planning journey. It’s not just about securing the future; it’s about doing it in a way that resonates with the digitally-driven mindset of today’s generation.
Explore the Arken Instruction Hub.