Digital Wealth Management Research and Advisory Service
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 FinTech Wealth 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 needs, evaluate current market participants, and provide in-depth discussion and implications of key results.
Trusted by North America's leading financial institutions
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
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