For eBusiness & Channel Strategy Professionals

Affluent Investors Seek Online Collaboration

Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients

    Why Read This Report

    Forrester's data shows that more than one in four affluent US investors express interest in online collaborative advice tools such as co-browsing. In fact, the largest segment of affluent investors — Validators — show the greatest interest in collaborating online. By capitalizing on this interest, eBusiness managers at full-service wealth management firms can turn their websites into a competitive strength.
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    TOOLS & TEMPLATES

    • Models & Calculators:

      More Than One In Four US Millionaires Show Interest In Online Collaborative Advice Tools

    • Models & Calculators:

      Validators Show The Highest Level Of Interest In Most Online Collaborative Advice Tools