Innovative Research to Help You Win.
The world of Wealth Management is rapidly evolving. In the face of such change, it is imperative that firms bring reliable and comprehensive data to bear on decisions related to forward-looking strategic choices.
ParameterInsights’ innovative approach to market research cuts through the noise. Our research combines deep industry knowledge, proprietary consumer survey data and analytics which examine elements such as consumer attitudes, perceptions, brand engagement, and loyalty across the wealth industry.
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.
Research Coverage Focus Areas
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. Three reports annually 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.
Amidst the frenzy of activity Online Brokerage firms are re-evaluating their business models in the face of new competition and sea change of consumer behaviors. Three annual reports 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 subscribers an edge.
Wealth Advice
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.
Analysis of: Winter/Spring 2024 Data
Analysis of: Fall/Winter 2023 Data
Analysis of: Summer/Fall 2023 Data
Online Brokerage
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.
Analysis of: Spring 2024 Data
Analysis of: Fall/Winter 2023 Data
Analysis of: Spring/Summer 2023 Data