Document Controls
For eBusiness & Channel Strategy Professionals
| Primary Analyst Photo | Document Information | Rate this Document |
|---|---|---|
|
April 9, 2009 What US Mass-Affluent Investors Want From Their Investment Firms' Web SitesAccount And Portfolio Data Remain Most Importantby Bill Doyle, Peter Wannemacher with Benjamin Ensor, Courtney Tincher |
|
This is an excerpt
Executive Summary
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.
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
This is an excerpt
Buy Risk-Free
Price: US $499
Our Service Guarantee: If you are not completely satisfied with this document, notify Forrester within 24 hours of purchase for a full refund.
Already a Forrester Client?
Log in to read this document.
