wealth & affluent monitor

19 Pages·2017·2.23 MB·English

WEALTH & AFFLUENT MONITOR
Q1 2017
LEGACY
In 2003, we launched the Global Wealth
Monitor: a new syndicated research
tracking program among affluent and
HNW investors.
Online Methodology
 Partnering with the best consumer panels
Continuous Tracking
 Investor attitudes, needs and behaviors
Representative
 Data are weighted to reflect actual distributions of
affluent and HNW households nationally
Large Samples
 To facilitate robust segmentation
Sampling Using Investable Assets
 A better indicator of investment potential than net worth
or income.

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Copyright © Phoenix Marketing International 2017. All rights reserved.
Starting in January 2017, GWM is now
called the:
Continuous intelligence
from retail investors.
NEW PLATFORM
U.S.
 Fields monthly
 900 qualified interviews per
month; nearly 11,000 yearly.
CANADA
 Fields semi-annually.
 About 1,500 qualified
interviews per wave;
3,000 annually
Copyright © Phoenix Marketing International 2017. All rights reserved.
RELEVANCE Our goal is to provide you with relevant
intelligence from affluent investors to
support your business decision-making.
Strategic Tactical
Relevance Relevance
The W&AM delivers trended Through your annual
intelligence and implications subscription, you can add
for your business via annual proprietary questions to our
and quarterly reports. Your tracking questionnaire that
subscription also includes a specifically address your
fully customized report and current business issues.
onsite presentation.
Copyright © Phoenix Marketing International 2017. All rights reserved. 4
INSIGHTS
Clients use our data and intelligence in numerous
ways.
IDENTIFY WHERE SMART MONEY IS IMPROVE CLIENT RETENTION
MOVING NEXT AND ACQUIRE NEW CLIENTS
Tracking financial product and Gap or attrition analyses of advisor
asset class purchase / sell / client relationships and loyalty
intentions indicators

TARGET PRODUCTS WITH STRENGTHEN MARKET
GREATER ACCURACY POSITIONING & COMMUNICATIONS
Identify emerging or changing Attitudinal profiles, affluent
needs / owner profiles; new consumer hot-buttons
product awareness and usage
KNOW WHAT KEEPS CLIENTS
AWAKE AT NIGHT
Copyright © Phoenix Marketing International 2017. All rights reserved.
Other Examples
CONTENT
 Ownership, Balances, 6 month outlook: purchase, add
to or divest
• Investment products within 9 asset classes (60 in
total)
• Brokerage accounts
 Primary provider and advisor  Strength of relationship • Online trading accounts
institutions and channels • Life insurance and annuities
 Overall satisfaction and reasons • Credit and Debit Cards
 Brokerage  Accountant
 NPS • Mortgages and Loans
 RIA  Insurance agent
 Loyalty indicators
 Online  Mutual Fund  Asset allocations – 8 categories
 Depth of services used
 Bank  Robo
 Importance and ratings of 17
 Private Bank  Insurable assets:
elements of advisor-client • Collectibles
relationship
 AUM with primary provider • Primary residence
 Use of social media
 Switching intentions • Other homes / Vacation homes

 Reasons for selection • Undeveloped land
 Use of advisors for life events
 Communication behaviors and • Commercial properties under their name
preferences • Other investment real estate
Copyright © Phoenix Marketing International 2017. All rights reserved.
Other Examples
CONTENT
(continued)
 Ownership and usage of consumer credit  New vs. established card accounts
cards – with issuer and card brand detail  Overall card satisfaction and
 Metrics on transactions, spending, satisfaction with rewards programs
balances, credit line size, annual fees and  Net Promoter
APR  Future usage intent
 Wallet profiles – primary wallet card and  Credit risk segments: new to credit;
share of wallet measurements rebuilding credit; good credit;
 Reasons for selecting a card as the excellent credit
primary card  Card security
 Card-related behaviors in past year  Debit card ownership, spend
 Attitudes towards cards and credit  Primary debit card; rewards
 Rewards cards – broken out by type of  Debit card usage
rewards
Copyright © Phoenix Marketing International 2017. All rights reserved.
CONTENT
(continued)

 Wealth
 Debt
 Status
 Economy  Income
 O nline and mobile  Planning  In vestments  Age / Generation
tools and applications  Needs
 G oals & Concerns  Business ownership
used  Time horizon
 Advice  Ethnicity
 U se of social media  Retirement income
 Current market events  Zip
sources  Education

 Sources of wealth

Copyright © Phoenix Marketing International 2017. All rights reserved.
Other Examples
WEALTH & AFFLUENT
MONITOR - U.S.
Copyright © Phoenix Marketing International 2017. All rights reserved.
NEW RESEARCH DESIGN
Modular Approach &
Expanded Topical Content
Our new modular questionnaire design will facilitate new
content and enhance the respondent experience.

 Monthly Module: core demos, sentiment, brands used, Robo
Advisors

 Bi-Monthly Module: advisors and providers

 Quarterly Modules: products and portfolios; cards; client topics

 Semi-Annual Modules: life events; insurance

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Copyright © Phoenix Marketing International 2017. All rights reserved.