North American Digital Wealth Advice Research

Innovation in the North American financial services market is fast approaching a point of inflection. Near-ubiquitous mobile access, multi-channel delivery, and technological evolution are rapidly altering consumer attitudes, behaviors, and expectations.

Our Digital Wealth Advice Research & Advisory Service delivers quarterly reports which benchmark and track consumer and supplier insights related to automated digital wealth management over time. Our reports provide timely and relevant analyses that surface unmet consumer needs, evaluate current market participants and consumer responses, and provide in-depth discussion and implications of key results.


A glance at some of our reports

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Drivers of Consumer Choice: Critical data for growing consumer engagement in a modern wealth management business.

Analysis of: Spring 2019 Data Report Release: May 2019

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Crossing a Threshold? Positive results indicate erosion of barriers to consumption of digital wealth advice.

Analysis of: Winter 2019 Data Report Release: May 2019

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Changing Attitudes Towards Digital Advice: Target Customer Segments are Changing

Analysis of: Fall/Winter 2018 Data Report Release: March 2019

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Look Who’s Talking: Category Net Promotion and Opportunities to Drive Word-of-Mouth

Analysis of: Summer 2018 Data Report Release: December 2018

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All is Not as it Seems: Loyalty Drivers in the North American Digital Advisory Market

Analysis of: Spring 2018 Data
Report Release: August 2018

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Reasons to Believe: Mixed results in year-over-year digital wealth consumer engagement and barriers to consumption

Analysis of: Winter 2018 Data
Report Release: May 2018

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Embracing Change and Reaching Target Customers: Revisiting and redefining the expanding digital wealth management category

Analysis of: Full Year 2017 Data
Report Release: March 2017

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Inside the Minds of Digital Wealth Advice Target Consumers: High-appeal attitudinal consumer segments comprise more than half of the north american market

Analysis of: Summer/Fall 2017 Data
Report Release: December 2017

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