Our second Digital Wealth Webinar took place earlier this month, hosted by Kathryn St. John, Trading Central’s Senior Director of Product Success, and featured guest speaker Mike Foy, Managing Director and Head of Wealth Intelligence at J.D. Power.
The 30-minute session explored findings from J.D. Power Investor Research, highlighting notable shifts in what North American investors now expect from their brokerage platforms.
Watch the webinar to hear Mike Foy’s full analysis and review supporting data.
Key discussion topics:
The biggest drivers of broker platform experience are now Ease of Doing Business with the brand, followed closely by Trust and Products and Services Meet My Needs.
Besides reliability and security, factors driving trust and loyalty include: financial education & guidance, timely platform updates, and honest portfolio feedback.
Adoption of alternative assets (notably crypto.) is highest among Gen Y and Z investors. Investors of all age segments report higher satisfaction when they can trade multiple products on their primary platform.
Users are gravitating towards all-in-one platforms, which allow them to bank and invest with a single brand.
Adoption of AI Virtual Assistant is low but growing, correlating with a lift in user satisfaction. Leveraging AI responsibly presents an opportunity for brands to build trust and gain credibility.
Watch the full recording to gain access to more findings and the in-depth research backing them.
About Digital Wealth Webinars
Digital Wealth Webinars are a series of live events where industry experts come together to discuss the emerging forces shaping today’s digital wealth landscape. Stay tuned for more events coming soon!
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