WealthTech Research and Advisory Service: Advice
Innovation in the North American financial services market is fast approaching a point of inflection. Near-ubiquitous mobile access, multi-channel delivery, and technological evolution are rapidly altering consumer attitudes, behaviors, and expectations.
Our FinTech Wealth Research & Advisory Service delivers quarterly reports which benchmark and track consumer and supplier insights related to automated digital wealth management over time. Our reports provide timely and relevant analyses that surface unmet needs, evaluate current market participants, and provide in-depth discussion and implications of key results.
Trusted by North America's leading financial institutions
Signs of a Digital Reckoning for Wealth Management? Key consumer segments are increasing their engagement
Analysis of Fall/Winter 2019 Data
Report Release February 2020
Harbinger of Change? Shifting loyalty trends for digital wealth advice in an age of big tech encroachment
Analysis of Summer 2019 Data
Report Release October 2019
Drivers of Consumer Choice: Critical data for growing consumer engagement in a modern wealth management business
Analysis of Spring 2019 Data
Report Release: July 2019
Changing Attitudes Towards Digital Advice: Target Customer Segments are Changing Year Over Year
Analysis of Winter 2019 Data
Report Release: April 2019