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COVID-Induced FOMO in Young Investors

Chadwick Martin Bailey

As they say, “change happens in a crucible” (thanks, Mack Turner ), and with the added stress of the pandemic, many young investors took their anxiety and fear and boldly channeled it into a new proactive approach to investing. Who Will Young Investors Turn To? Are YOU Missing Out on the Young Investor?

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How Customer Success Can Use Metrics to Better Engage Investors and Boards

ChurnZero

Customer Success Metrics that Your Investors and Board Care About. Have you ever wondered what your investors are looking for in board meetings? Are you facing a project like a merger or acquisition that requires you to work with new investors or existing investors in a new capacity? What metrics do investors care about?

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Wealth Managers: Impact-Oriented Investors Need Your Help

Forrester's Customer Insights

Impact-Oriented Investors Are Waiting For A Reason To Take The Plunge Data from Forrester’s Financial Services Benchmark Recontact Survey, 2022, found that 15% of US online adult investors own sustainable investment products — a group we call “sustainable investors.” But wealth managers should also […]

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Young Investors Increasingly Attracted to the Electric Vehicle Conversation

NetBase

With new apps available making investing an attainable option for anyone, young investors are increasingly attracted to the electric vehicle market – and to the surrounding conversation. And it’s not the only car company that Millennial investors are paying attention to – nor should they be. Capturing Car Conversation.

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Understand Today’s Investors In Metro China, Hong Kong and Singapore

Forrester's Customer Insights

Why You Need A New Segmentation Approach To Understand Today’s Investors Wealth management firms commonly segment their clients by investable assets. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors (see Figure […].

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Driving Investor Engagement

Forrester's Customer Insights

I’m just attending the CFA Institute Annual Conference here in London and one presentation really caught my attention today. Jane Henshaw, Head of Digital Research at Vanguard, shared her team’s research on Digital Financial Attention.[1]

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Customer Satisfaction Score (CSAT) Industry Benchmarks

GetFeedback

Their data is used by researchers, organizations, analysts, investors, etc. Investor-Owned Energy Utilities: 73%. To do so, you can rely on the American Customer Satisfaction Index (ACSI). . The ACSI is the only national economic indicator that measures customer satisfaction across the U.S. to get a pulse on CSAT across industries.