CLIP THIS INQUIRY

Select a group:

Group Name
Create New GroupClip

CLIP THIS FLOW

Select a group:

Group Name
Create New GroupClip

For eBusiness & Channel Strategy Professionals

What US Mass-Affluent Investors Want From Their Investment Firms' Web Sites

Account And Portfolio Data Remain Most Important

April 9, 2009

By Bill Doyle, Peter Wannemacher with Benjamin Ensor, Courtney Tincher

  • 647 downloads
  • 0 comments
  • Rating:

Why Read This Report

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), Direct Marketing, Financial Services, Interactive Marketing Strategy and Process, Investments, Loyalty Marketing, Online Financial Products & Services, Web Design & Usability
US $ 499
Become A Client

Get objective, pragmatic guidance that helps you make tough decisions and succeed in a complex world. Contact us to learn more.

Already A Client?
Log in to read this document.

TABLE OF CONTENTS

  • Four In Five Online Mass-Affluent Investors Visit Their Firms' Web Sites
  • Just A Few Site Features Are Important To Most Mass-Affluent Investors
  • Different Features Matter To Different Investor Segments
  • Clients Rate Many Web Site Features High In Quality

  • RECOMMENDATIONS

    Prioritize The Features That Matter Most To Your Customers
  • Supplemental Material
  • Related Research Documents
 
Loading...

Browse

About Forrester

Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Roles We Serve

Forrester supports leaders in 13 roles across three distinct client segments: Business Technology, Marketing & Strategy, and Technology Industry.

Analysts & Coverage Areas

Aligned to your professional role, Forrester's analysts are experts in the specific technologies, issues, and trends currently impacting your business.

Research
Latest Reports
Playbooks
Charts & Figures
Forrester Waves
Planned Research
Data
Consumer Data
Business Data
Events
Forums
Webinars
Workshops
Tools & Templates
Vendor Selection Aids
Best Practice & Self-Assessments
Models & Calculators
Document Templates

Forrester Leadership Boards

Fresh thinking and collaborative problem-solving through an unmatched combination of peer networking, forward-looking analysis, and professional guidance.

Consulting

Our expert analysts provide custom research-based frameworks to guide you through each phase of your critical business initiatives from identifying opportunity to optimizing results.

Community

Connect with peers and analysts, share your views, and ask questions on key business issues.

Blog

Forrester analysts weigh in on the latest business and technology news.

  • BROWSE
  • Register
  • Call +1 617.613.5730
  • Cart