Why Read This
Mass-affluent investors represent one-third of all US households and control about the same proportion of retail investment assets. Four in five online mass-affluent investors have visited their primary investment firm's Web site, and the majority have used the site's content and functionality, yet these visitors rate just a handful of Web site features as important. Basic features like account balances and portfolio information are rated most important as well as highest in quality.
Tags: Best of the Web, Brand & Product Web Sites, Consumer Electronics & Technology, Customer Experience Management, Customer Relationship Management (CRM), Design & Usability, Digital Marketing, Direct Marketing, Financial Services, Investments, Loyalty Marketing, Online Financial Products & Services