Investor Brand Builder provides a holistic overview of important trends affecting the affluent investor market and a customized evaluation of your brand health to enhance investor segmentation, improve marketing and communication, identify opportunities to grow market share and boost profitability. You choose the way you want the data cut to align with your firm’s view of the affluent investor population, giving you customized insights that can directly inform your
brand and marketing strategies.
NEW THIS YEAR: A section featuring lessons from Behavioral Science, including implications for how to engage investors with a promotion oriented mindset (e.g., achieving positive financial outcomes) versus those with a focus on prevention (e.g., preventing negative financial events).
The report will enable subscribers to:
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients
Identify New Targets
Identify investors who are ready-to-act and develop effective campaigns to get your firm in these investors’ consideration set and increase market share
Benchmark performance against your competitors to improve brand positioning
Use of Advice Among Affluent Investors
Brand Equity for Leading Distributors and Product Providers
Distributor, Mutual Fund and ETF Provider Brand Use, Satisfaction and Loyalty
Affluent Investor Profile
Digital Engagement and Investment Accounts
Deep Dive on Investor Sentiment
Lessons from Behavioral Science