There is a sentiment percolating in some corners of the financial services’ ivory towers that what’s been called “Robo-advice” is a failure. But there’s much more to the story.
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Read what consumers think about the factors that are important to them when choosing a savings or investing option.
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Some of ParameterInsights’ latest research reveals that 51.9% of Americans and 54% of Canadians are not following any kind of financial plan. While only 8.4% of Americans and 7.1% of Canadians report to be following a plan “very closely”. Needless to say, this represents a huge opportunity for consumers as digital wealth offers work to incorporate planning capabilities to their wealth offers.
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Human Touch Narrowly Leads Reporting Options and UX as Drivers of Satisfaction for Digital Wealth Consumers.
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The race to zero fee commissions: The changing landscape of online discount brokerages - New Research Coverage from ParameterInsights
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New consumer research at Parameter Insights shows that the presence of a human advisor is associated with not only greater digital wealth brand awareness and usage, but also higher levels of digital wealth brand consideration and loyalty.
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