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For eBusiness & Channel Strategy Professionals

US Investors Adopt eStatements

But A Majority Of Investors Still Receive Paper Statements

April 01, 2008

By Bill Doyle, Elizabeth Davis with Brendan McGowan, Kate van Geldern

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Why Read This Report

The adoption of eStatements for financial products in the US continues to grow. More than half of US online consumers with a brokerage account receive an eStatement. But even among investors who have signed up for electronic statements, a wide majority continue to receive a paper version, as well. The top reason why investors don't adopt eStatements? They feel that they need paper for their records. Many holdouts report a willingness to switch if firms offer a combination of financial incentives and help with record-keeping alternatives.
Tags: B2C eCommerce, Brand & Product Web Sites, Consumer Electronics & Technology, eCommerce, eCommerce Adoption, eStatements, Financial Services, Financial Services Technologies, Investments, Online Financial Products & Services
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TABLE OF CONTENTS

  • What's Going On With Consumer Adoption Of eStatements?
  • eStatement Success Won't Come Easily
    • The eStatement Landscape For Investment Products
    • Adopters Move To eStatements For The Environment
    • How To Convince Non-Adopters To Ditch Paper
    • Brokerage Account eStatement Adoption
    • Mutual Fund eStatement Adoption
    • 401(k) eStatement Adoption
    • Trade Confirmation eStatement Adoption
    • Shareholder Communications eStatement Adoption
    • Annuity/Life Insurance eStatement Adoption
    • Tax-Related eStatement Adoption
  • Supplemental Material
 
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