{"id":14267,"date":"2026-03-23T19:49:08","date_gmt":"2026-03-23T19:49:08","guid":{"rendered":"https:\/\/communify.com\/?post_type=spotlight&#038;p=14267"},"modified":"2026-03-23T19:54:46","modified_gmt":"2026-03-23T19:54:46","slug":"geoff-lloyd-wealth-personalization-shift","status":"publish","type":"spotlight","link":"https:\/\/communify.com\/en-gb\/spotlight\/geoff-lloyd-wealth-personalization-shift\/","title":{"rendered":"\u201cMake it About Me.\u201d\u00a0|\u00a0The Wealth Personalization Shift\u00a0with\u00a0Geoff Lloyd"},"content":{"rendered":"\n<p>The future of wealth management is simple: make it personal. And today, personalization is being driven by real shifts in behavior,\u00a0technology\u00a0and expectations.\u00a0<br>\u00a0<br>Geoff Lloyd is an Advisory Board Member at\u00a0Communify,\u00a0Chairman\u00a0of Stake and former CEO of MLC. Across a 30-year career in financial services, he has led businesses through transformation across platforms, advice and superannuation.\u00a0<br>\u00a0<br>In this episode of Innovation Spotlight, Geoff shares why innovation is accelerating now\u00a0\u2013\u00a0from rapid adoption in markets like China to a generational shift toward more personal, connected financial experiences.\u00a0<\/p>\n\n\n\n<p>In this conversation:\u00a0<\/p>\n\n\n\n<p>\u2022 Why \u201cexperimentation\u201d is the fastest path to innovation&nbsp;<\/p>\n\n\n\n<p>\u2022 What global markets reveal about the speed of adoption&nbsp;<\/p>\n\n\n\n<p>\u2022 How wealth transfer is driving \u201cmake it about me\u201d expectations&nbsp;<\/p>\n\n\n\n<p>Innovation Spotlight highlights the leaders and ideas driving the Intelligence Era.\u202f<a href=\"https:\/\/communify.com\/spotlight\/\" target=\"_blank\" rel=\"noreferrer noopener\">Click here<\/a>\u202fto&nbsp;see\u202fmore.&nbsp;<\/p>\n","protected":false},"featured_media":14271,"template":"","categories":[],"tags":[42,43,46,47,44],"custom_taxonomy-core_topic":[23,24,16,8],"custom_taxonomy-product":[14,34,12],"class_list":["post-14267","spotlight","type-spotlight","status-publish","has-post-thumbnail","hentry","tag-client-experience","tag-expert-insights","tag-industry-leader","tag-intelligence-era","tag-wealth-management","custom_taxonomy-core_topic-communify-experience","custom_taxonomy-core_topic-data-visualization","custom_taxonomy-core_topic-expert-insights","custom_taxonomy-core_topic-innovation","custom_taxonomy-product-advisor-experiences","custom_taxonomy-product-investor-experiences","custom_taxonomy-product-mind-ai"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u201cMake it About Me.\u201d\u00a0|\u00a0The Wealth Personalization Shift\u00a0with\u00a0Geoff Lloyd - Communify<\/title>\n<meta name=\"description\" content=\"Discover how wealth management is getting personal. 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