Trends Report

What Prospects Want From Investment Firms' Sites

Prospective Clients Who Research Online Become Great Customers

May 7th, 2007
Bill Doyle, null
Bill Doyle
With contributors:
Carrie Johnson , Eric Dolan , Brian Tesch

Summary

Investors are increasingly likely to turn to the Web when making decisions about where to put their money. Those who use investment firms' Web sites when choosing a firm turn into more satisfied and more loyal customers. What do prospects look for? Most want information on what it will cost to be a customer and what they'll get in return.

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