|
|
 |
|
Viewing report
|
|
|
|
The Future Of Savings And Investments For The Self-Directed
Datamonitor, Feb 2005, Pages: 32
This thought leadership piece of analysis assesses the key drivers behind self-directed behaviour and the emerging customer propositions geared towards meeting the needs of this investor group. It finishes with our independent opinion as to the winning business model for these self directed customers in the future.
Report Scope
Provides a full analysis of the current scope of self-direction including primary research data from our New Consumer Insight Survey
Outlines the components of the ultimate solution for customers taking a self-directed approach to their savings and investment needs
Covers the non-life savings and investment sectors including deposits, investment funds, equities, bonds, structured products and portfolio management
European in focus, but contains ideas and analytical frameworks that are applicable at a global level
Report Highlights
Our 2004 survey of European consumers reveals that at an overall level the inherent desire to seek the aid of a broker or adviser in managing finances is quite weak. Only 17.2% of European consumers for example agreed with the statement 'I prefer to use a broker/adviser to manager my finances'.
Providers should empower customers with the information, support, and full range of product choices to allow them to manage the majority of their savings and investment needs independently. Encouraging rather than insisting upon self-direction through product design, financial education and the necessary support, including, where needed, advice.
We are convinced that a comprehensive self-directed savings and investment proposition is a robust and viable long-term alternative to strategies based around either narrower product specialisms or an advice-lead 'wealth management' approach.
Reasons to Purchase
Assess the market opportunity presented by the self-directed segment and its relative weight in the wider savings and investments sector
Better understand what governs a self-directed approach to savings and investments to support marketing efforts towards existing and potential clients
Benchmark your value proposition against our expert opinion of the ideal offering to see where refinements and improvements can be made
Customers who bought this item also bought
UK Savings and Investments 2005
Savings & Investments Market Assessment 2007
Hispanic Finances and Financial Services in the United States 2009
UK Savings and Investments 2004
The Changing Face of Retail Savings
Weathering the Storm in Savings 2007
Customer Acquisition in UK Savings and Investments
Mastrad Finances
German Financial Advice Market
Savings and Investments in Australia 2009 - Part 2 The Consumer Survey
Consumer Attitudes to Online Savings
The French Financial Advice Market 2005
|
|
|
|
