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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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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Our research suggests the key driver of digital wealth advice customer loyalty and engagement centres around transparency and brands that are best able to showcase a transparent relationship between fees and performance stand to gain the most – not merely those with the lowest fees.
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