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. In addition to receiving the detailed Investor Brand Builder report, you can 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.
The report will enable subscribers to:
Boost Profitability
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
Track Competitors
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
Hot Topics for 2023
Publication Date: October 2023
Deliverables: