Investor Preferences are constantly evolving and today’s customers expect much more of the companies they choose to do business with. A solid understanding of what your customers are looking for is critical to meeting their stated and unstated needs. According to a recent study by Bain & Company* - 80% of companies believe they provide a “Superior experience” yet only 8% of customers agree with that sentiment.
Don't panic – DALBAR is here to help! The Investor Insights series shares feedback directly from a survey of investors on their statement, Web, security and paperless behaviors. The series combines our Customer Experience expertise with investors' key behaviors to determine exactly where customer preferences lie.
Benefit from the Investor's point of view in Web, security, paperless and statements.
Investor Insights Series includes:
- Investors Using Advisors: $950
- Online Security: $1250
- Account Statements: $1850
- Online Behavior: $1850
- Paperless Delivery: $1250
*Bain & Company “Closing the Delivery Gap” 2018
Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!