1 in 4
investors prefer to open an account in-person, over the phone, or in a branch.
investors prefer to open an account in-person, over the phone, or in a branch.
The Boston Consulting Group/Google, “Online to Offline Investor Journey,” U.S., n=431, Sept. 2017.
Mobile searches related to financial planning and management have grown 70% over the past two years.
Mobile searches for “high yield” have more than doubled over the past two years (high yield savings, high yield cd, high yield bonds).
Leading performance agencies are 1.6X as likely as mainstream ones to shift to data-driven attribution as their primary attribution model.
Mobile searches with "should I ______" have grown over 65% in the past two years, including “what should I invest in” and “should I invest in ___”.
50%+ of online investors don’t have a brand in mind when they start looking.