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Pattern
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== Problem == Millennials are entering their peak earning years and are expected to inherit one of the largest transfers of wealth in U.S. history, all while navigating major life milestones and economic uncertainty. As the digital-first generation looks to manage their increasingly complex financials, robo-advisors just aren’t enough, and the traditional financial advisory industry has largely overlooked a generation. [[File:E78749fd9213299fd2492f3b49d5cc17646c421.png]] Despite the boom in new financial apps and digital forums, research has shown that wealthy millennials are hiring financial advisors at a faster rate than any previous generation. Accordingly, Pattern’s quantitative research found that 90% of its target market is interested in financial plans based on their financial goals and access to a real financial advisor, revealing the need for a financial service that combines both digital insights with guidance from dedicated financial experts.
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