INDUSTRY REPORT

CONSUMER PERCEPTIONS IN

INVESTMENT MANAGEMENT

Direct-from-the-Source Study on Consumer Preferences Amid Fintech Disruption

Fintech disruptors – like Betterment, Wealthfront, Robinhood and others – are revolutionizing the industry, leading with digital-first offerings. And many have seen success – Robinhood alone added 5+ million new accounts in 2020. Despite the rise in these disruptors, our research found many consumers are unwilling to give up “traditional” services and offerings. Consumers are more likely to trust human advisors over robo-advisors, still prefer to reach their firm via phone and email, and most want an investment manager that can do it all. This leaves incumbent firms in a favorable position to continue to attract and retain new customers; even in the age of digital disruption.

Statistical Findings_Investment Management Consumer Report

Download our report containing six major statistical findings as consumers navigate Investment Management options, services, and solutions.

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Recent articles in the financial services space

Consumer Perceptions of Auto Insurance

January 27, 2021

As digital transformation continues to reshape many industries, the auto insurance industry faces unprecedented disruption from Fintech contenders. Download our report containing five major statistical findings as consumers navigate Auto Insurance options, services, and solutions.

Inside the Mind of the Benefits Buyer: Lessons from Open Enrollment 2021

January 21, 2021

2020 brought a wave of massive change to how carriers, brokers, employers, and employees sell, consider, and buy various benefits. Access our on-demand webinar for a summary of our observations during the Open Enrollment period including four core strategies for 2021 growth.

Consumer Perceptions in Investment Management

December 10, 2020

Fintech disruptors – like Betterment, Wealthfront, Robinhood, and others – are revolutionizing the industry, leading with digital-first offerings. Despite the rise in these disruptors, our research found many consumers are unwilling to give up "traditional" services and offerings. Download our report containing six major statistical findings as consumers navigate Investment Management options, services, and solutions.

Activating Competitive Response to Fintech Disruption

October 6, 2020

Access our on-demand webinar to learn how Financial Services incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions to respond to FIntech competition.

Fintech Disruption Go-to-Market Toolkit

September 11, 2020

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. In an effort to identify which incumbent strategies to promote advantage, we analyzed over 100 financial services and fintech companies and surveyed 1,500 consumers across banking and payments, insurance, and investments.

Levers for Disruption: How Incumbents Can Compete Against Fintech

September 1, 2020

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems...

COVID-19 Digital Listening for Voluntary Insurance

June 9, 2020

Every two weeks, MarketBridge will bring you an updated look at how payers and groups like dentists and insurance agents are evolving within the voluntary insurance space. Additionally, we’ll break down why each key finding is important and its implication for you...