For eBusiness & Channel Strategy Professionals

How To Create A Site That Appeals To Affluent Investors

Use Importance And Quality Ratings To Prioritize Improvements To Your Site

    Why Read This Report

    Four out of five US online affluent investors visit their investment firms' websites at least a few times a year. What secure-site features do they value most? Account inquiry features — balances, transaction history, holdings — are the most important, followed by moving money and communicating with advisors. Users typically rate these features comparably high on quality. But a handful of important features rank relatively low in quality, such as portfolio performance reporting. Smart eBusiness and channel strategy professionals will strive to get the top-ranked features right; they can then differentiate their online wealth management offerings by providing improved versions of features that lag in quality.
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    TABLE OF CONTENTS

    • The Secure Website Features Most Important To Affluent Investors
    • Quality Relative To Importance Reveals Essential And Neglected Features
    • RECOMMENDATIONS

      Use These Ratings To Prioritize Upgrades To Your Site
    • Supplemental Material
    • Related Research Documents