Impact of COVID-19 on Consumer Feelings, Attitudes, and Engagement with Wealth Management: How will your firm respond?
ParameterInsights is a leader in consumer data for the evolving wealth management industry. We asked the industry what consumer questions were most pressing in this confusing time. The results are in! Take advantage of this information as you continue to navigate a changing consumer landscape and build newer business models for growth.
We are providing a complimentary summary of pertinent data. Order the complete research report and data tables for extensive analysis and insights.
This report focuses on North American consumer feelings, attitudes, and engagement in digital and traditional wealth management during the 2020 COVID-19 pandemic.
The purpose of this Special Report is to measure and analyze consumer sentiment and key elements of wealth engagement during COVID-19. The findings and insights will help executives chart a course through the rapidly evolving consumer landscape.
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We work with global financial services clients to provide them timely, scientific data and advice to help them grow and win in the rapidly changing wealth management space. Here are a few who trust our data and insights:
Syndicate Research Coverage
Digital Wealth Advice Research
As wealth management firms evaluate business models in the face of rapid innovations from upstarts and incumbent’s alike growth has never been more difficult. Our quarterly reports benchmark and track consumer behaviors and responses to supplier actions which provides clients with innovative and relevant data and insights to win hotly contested customer engagement.
Online Discount Brokerage Research
In the race to zero fee commissions Discount brokerage firms are re-evaluating their business models in the face of new competition and sea change of consumer behaviors. Our semi-annual reporting provides timely and relevant analyses that surface unmet needs, evaluate current market participants, and provide in-depth discussion and implications of key results aimed at giving our subscribers an edge.
Digital Wealth Advice Recent Reports
New entrants and established challengers are facing off against incumbents while consumers are left trying to make sense of it all. The resulting confusion and speed of change make it especially difficult to make sense of the competitive landscape. Our Data and Insights help businesses make better choices to grow and win.
Signs of a Digital Reckoning for Wealth Management? Key consumer segments are increasing their engagement
Analysis of: Fall/Winter 2019 Data Report Release: Feb 2020
Drivers of Consumer Choice: Critical data for growing consumer engagement in a modern wealth management business
Analysis of: Spring 2019 DataReport Release: Sept 2019
Harbinger of Change? Shifting loyalty trends for digital wealth advice in an age of big tech encroachment
Analysis of: Fall 2019 Data Report Release: Dec 2019
Crossing a Threshold? Positive results indicate erosion of barriers to consumption of digital advice
Analysis of: Winter 2019 Data Report Release: May 2019
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Online Brokerage Recent Reports
The first consumer facing digital option put in place to “disrupt” wealth management now faces another wave of change: the race to zero commission trading.
The fight for consumer awareness and attention, more optimal business models and scrappy new entrants are creating a highly competitive landscape. Our Data and Insights help businesses make better choices to grow and win.
