The Data Digest: Affluent Consumers' Financial Contact Needs

Reineke Reitsma [Posted by Reineke Reitsma]

Affluent consumers have different expectations from their financial institution. Data from our Technographics online Affluent survey shows that while online affluent consumers prefer the Web over phone and in-person for getting balances and checking holdings, 58% prefer in-person meetings with their advisor for long-term financial goal planning.i

Affluent online consumers like to use the Web to update themselves on their investments, but they don't have a need for mobile tracking yet: A mere 6% of affluent consumers with a mobile phone are using mobile investing. The main reason: lack of urgency.



i Affluent consumers are defined as having investable assets of $1 million or greater. 



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