Business Strategy: New Online Retail Investment Tools Emerge, But Are They Helping?

IDC
November 1, 2011
11 Pages - SKU: IDC6708311

This IDC Financial Insights report highlights some of new approaches and strategies in personal investment that vendors are bringing to market. We define personal investment solutions as a broad category that encompasses financial tracking, planning, education, simulated trading, and portfolio screener solutions to aid individual consumers with their financial needs.

Securities and Investment Management Research Manager Sean O'Dowd states "It is vital for financial firm marketers and retail-facing technology directors to stay informed on the innovative online developments and how consumer preferences are changing or being influenced." Whether at trading firms or other large financial institutions that have considerable trade/retirement/investment offerings, new social platforms and business models continue to aggressively compete with existing client offerings.




More Technology reports by IDC

Business Strategy: Banking Customer Experience Is Favorable in Convenience, Innovation, Digital Offerings, and Security Compared with Retail and Healthcare — But There Are Areas for Improvement by IDC
Business Strategy: Banking Customer Experience Is Favorable in Convenience, Innovation, Digital Offerings, and Security Compared with Retail and Healthcare — But There Are Areas for ...
Perspective: NRF's "BIG Show" — Merchants Face the Future of Payments by IDC
Perspective: NRF's "BIG Show" — Merchants Face the Future of PaymentsThis IDC Financial Insights Perspective discusses the recent 2015 National Retail Federation (NRF) "BIG Show" ...
Perspective: Why Canadian Banks Must Respond to Virtual Currencies by IDC
Perspective: Why Canadian Banks Must Respond to Virtual CurrenciesThis IDC Financial Insights Perspective looks at a network-based electronic process that records and transfers value using ...
Gamification in Financial Services — Where Play and Money Converge by IDC
Gamification in Financial Services — Where Play and Money ConvergeThis IDC Financial Insights report looks at the emerging trend of gamification being used in financial ...
See all reports like this >>

 

SELECT A LICENSE

    Online Download  USD 4,500  
 
US: 800.298.5699
Int'l: +1.240.747.3093
 

Share this report


    Other tasks

     
     
    Join Alert Me now!
    Receive bi-weekly email alerts on new market research

    Sign up today!