Intent Index #1: The Monday Decision Window Every Wealth Team Should Track
In wealth management, timing isn’t just important, it’s everything. But the most crucial decisions often happen before the advisor even logs on.
At Nextvestment, we’ve been analysing client behaviour patterns across our digital engagement platform.
One insight stood out:
Clients are 62% more likely to ask questions between 10:30 and 11:00am on Mondays compared to the same time on other weekdays.
This is when clients log into their portfolios, check the markets, digest weekend news and most importantly, act.
But where do we see most RMs or Financial Advisors? They’re usually still in their Monday sync meetings.
Missed Signals = Missed Opportunities
When clients ask, “Why is my portfolio down?” that’s a high-intent signal. And it often comes before any they’ve spoken to an RM or Financial Advisor.
What happens at 10:30am?
- Clients log into their accounts
- Check portfolio performance
- Google recent financial news
- Start forming opinions
- And often act – without speaking to their advisor
By the time someone follows up, it’s too late. The moment has passed.
This isn’t a skill gap. It’s a sync gap – and it’s costing wealth teams trust, opportunity and AUM.
Why Monday Mornings Are Different
When we averaged client activity across all days, Monday between 10 AM and 11 AM stood out. It had over 60% more questions than the same hour on other weekdays, despite similar user volumes.
Clients aren’t just online, they’re deciding. And if you’re not synced to that moment? You’re missing it.
Introducing the Intent Index
At Nextvestment, we built the Intent Index to capture these early signals across client behavior.
It identifies moments like:
- Portfolio logins tied to market volatility
- Repeat visits to under-performing assets
- Research queries on specific funds or sectors
- Sentiment shifts tied to news triggers
Then, it routes those signals to the right RM automatically, in real time.
The result? Wealth teams become proactive, not reactive (and client satisfaction goes up).
Why Timing Matters in Wealth Management
Wealth clients expect real-time responsiveness, especially in volatile markets.
Missing their moment of action means at best, losing the chance to add value and at worst, losing AUM.
But RM productivity tools and CRMs often focus on tasks but not intent. A CRM logs notes. It doesn’t drive action.
That’s why surfacing client intent signals is key to building a scalable client engagement workflow.
See It in Action: 1-Min Walkthrough
See how Nextvestment surfaces intent signals and helps RMs respond at just the right time.
👉 Watch the walkthrough It shows exactly how we detect client intent and help RMs act, right when it matters most.
(It could change your Monday strategy.)
tl;dr: Sync Beats Speed
Being fast isn’t enough. You have to be in sync with when clients are most likely to act.
And at 10:30 AM on Monday.
They’re not waiting for you.
Explore how Nextvestment helps wealth management teams act on intent in real time.