The report will enable subscribers to:

Boost Engagement
Identify the most effective communication channels to increase investor engagement with marketing collateral

Identify Best-in-Class Marketing
Expand understanding of best-in-class practices across email, print mailings, websites, apps, videos, webinars and more

Improve Marketing ROI
Optimize marketing budgets by maximizing reach and impact of investor marketing campaigns

Communication Preferences

• Identify affluent ready-to-act investors’ consumption behavior and routines with different types of investment information and marketing collateral
• Gauge perceptions and value of and response to (e.g., shred, file, read) marketing materials
• Uncover distinct preferences in content and frequency for each communication type
• Assess use of third-party sites that aggregate product information
• Investigate emerging trends in marketing communication

Content Relevance

• Pinpoint best-in-class content and pain points with marketing contact
• Evaluate specific provider websites and webinars
• Determine the most effective tools, resources and user experiences
• Determine the types of digital content that drive repeat visits
• Define areas of unmet needs in case studies, thought leadership and market insight

Personalization Strategies

• Understand the role and influence of customization on affluent ready-to-act investors’ likelihood to consume and/or share content
• Pinpoint best-in-class examples of tailored marketing and content
• Determine the optimal marketing mix, including frequency and look and feel

Brand Differentiation

• Identify market leaders and best-in-class players that prompt action
• Isolate specific brand detractors and associated pain points