ParameterInsights

We build innovative data, analytics and research products that help businesses navigate the rapidly changing digital landscape.

[Josh Book @JoshBook10]

It’s not every day the great @MichaelKitces references your work! Key to consider the graphic is on total sample. @ParamInsights goes deeper looking at different segments - who prefer other service elements more/less than others.

[Josh Book @JoshBook10]

Pretty excited about ParameterInsights latest consumer work which explores consumer preferences for the online brokerage space. Which brands are preferred? Which platform features move the needle on share of preference? What's changed yr/yr? How is #finan…https://t.co/5FgfTUOR7u

[Josh Book @JoshBook10]

Consumer satisfaction of #wealthadvice at the category level remains quite strong in North America. To innovate, however, firms need to look under the hood and see what service elements actually drive loyalty. #wealthmanagement #innovation #financialservi…https://t.co/ro4RlL5OMe

[ParameterInsights @ParamInsights]

Having a cross-channel wealth management experience can help keep more customers engaged as times and they change.

[Barron's Advisor @barronsadvisor]

A new study from @ParamInsights finds that investors are turning away from robos, which may be another victim of the postpandemic market downturn. https://t.co/WBG72yovYm #RoboAdvisor

[Trivia Finance @triviafinance]

Another inevitable techno trend gone by the wayside? Robo investing has it's place, but I don't see it replacing person to person advice. #financialinsight

[Josh Book @JoshBook10]

Hey look 👇👇 @ryanWneal dropping @ParamInsights data from our latest research!

[Josh Book @JoshBook10]

Regulation reform around what constitutes "advice" in the Self-Directed investing channel context is desperately needed. Nice piece by @OHaraClare today:
https://t.co/0mKD7eyICz
#wealthmanagement #investing

[ParameterInsights @ParamInsights]

👇👇👇

[Josh Book @JoshBook10]

Pretty fired up about this latest @ParamInsights release: “All Things Must Come Down…Sometimes With a Thud.” @Jeff_Marsden @jaypalter @juliaccarreon

[Josh Book @JoshBook10]

@ParamInsights is about to release new data and insights on the self-directed investing space. The (huge) declines in online brokerage usage data are illustrative of what can happen if customers aren't supported.

[Josh Book @JoshBook10]

I'm wondering how the droves of newbie self-directed investors are feeling. We analyzed/reported satisfaction/loyalty data recently but things are changing FAST....

[Josh Book @JoshBook10]

Been a little while LI community so giving you a little snippet from ParameterInsights recently published reporting! "The Battle for Customer Loyalty: What drives investor satisfaction and recommendation" from our Self-Directed Investing Series has some s…https://t.co/eSPtZaq8mT

[Josh Book @JoshBook10]

Great thread by my friend @danielle_fava. I’m in shock that parts of the world haven’t evolved past these oppressive measures. Love is love. Simple. Bravo Dani. ❤️🌈

[Josh Book @JoshBook10]

Alterantives. Is it possible that an investment product can differentiate? Nice piece by @ryanWneal https://t.co/meF8TCbkJi

[ParameterInsights @ParamInsights]

Important consumer data and insights for the wealth business! 👇👇

[Josh Book @JoshBook10]

Wealth Advice Services Showdown! Which brands do consumers prefer? Which TYPES of services do they prefer? What combinations of features have impact? ParameterInsights has done the work and has the data for #wealthmanagement participants. Can't wait to di…https://t.co/Idmwjl9qfN

[ParameterInsights @ParamInsights]

They call it an alternate-specific conjoint design. We call it AMAZING data with our analysis for what it means for business choices.

[Josh Book @JoshBook10]

Just going through ParameterInsights' latest consumer data. For the first time we've analyzed consumer preferences for Traditional Wealth Advice VS Digital Advice VS Self-Directed Investing offers. What service elements/attributes (i.e. brand, fees, repor…https://t.co/es0KKf8EIt

[ParameterInsights @ParamInsights]

Go Zac!!

[Josh Book @JoshBook10]

8 yr old backhand snipe. Let’s gooo

[Josh Book @JoshBook10]

I can't stop thinking about how a truly modern financial planning experience can become the epicenter between customers and their financial lives/daily behaviors. What examples can you point to that gets us closer to this "utopia"?
From ParameterInsights…https://t.co/lvfmll0DKs

[Josh Book @JoshBook10]

Fun to chat with Ned Phillips and Daniela Galarza from Bambu B2B Robo Advisor about how wealth management service is evolving, and consumer insights we're gleaning at ParameterInsights. https://t.co/9IVA5Cj27R

[ParameterInsights @ParamInsights]

So many insights to glean for wealth execs.

[Josh Book @JoshBook10]

Digital Pros, Digital Amenables, Tech-Tentative Traditionalists, Struggling Savers. Meet @ParamInsights' latest attitudinal consumer segments when it comes to savings and investing preferences. @Jeff_Marsden @juliaccarreon @jaypalter

[ParameterInsights @ParamInsights]

New consumer persona’s, new insights, new implications.

[Josh Book @JoshBook10]

People. How do you understand them? How does that understanding drive what your wealth business is doing? @ParamInsights' upcoming reporting shares the results of a new proprietary attitudinal consumer segmentation tailored for the wealth business. @juliaccarreon @Jeff_Marsden