B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
42%
42% -- share of clients initiating relationships via website or app for wealth and asset management clients (2025)
42% of wealth and asset management clients initiate relationships through a website or app.
- Secondary citation referring to 'recent studies' without naming the primary source
Attribution:
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
42%
Unit
Percentage
Data Vintage
2025
Entity
Geography
Global
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
jiffy.ai
Primary
Tier C
https://jiffy.ai/delightful-investor-experiences-start-with-seamless-digital-onboarding/ ↗
Source Article
Delightful Investor Experiences via Digital Onboarding
Why Wealth Firms Must Rethink the First Mile of the Client Journey
When a potential investor engages with your firm for the first time, you’re not just opening an account—you’re setting the tone for the entire client relationship. In the highly competitive wealth management industry today, digital o…
Original Research
jiffy.ai
· Original study ↗
Methodology
Cited as 'recent studies'; original source not identified
Methodology documented
Segmentation
IndustryFinTech
RegionGlobal
RoleAll marketers
Channelmulti-channel
Cite this stat
Plain Text
wealth and asset management clients: 42% share of clients initiating relationships via website or app. Source: jiffy.ai (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/wealth-clients-initiate-digital-42
HTML Embed
<blockquote cite="https://lighthousedata.io/data/wealth-clients-initiate-digital-42" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>42%</strong> -- share of clients initiating relationships via website or app for wealth and asset management clients<br><small>Source: jiffy.ai (2025) · <a href="https://lighthousedata.io/data/wealth-clients-initiate-digital-42" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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