Affluent Investors Seek Online Collaboration
Smart Full-Service Firms Will Use The Web To Connect Advisors And Clients
May 11, 2011
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 And Templates
Models and Calculators
- More Than One In Four US Millionaires Show Interest In Online Collaborative Advice Tools
- Validators Show The Highest Level Of Interest In Most Online Collaborative Advice Tools
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