We build innovative data, analytics and research products that help businesses navigate the rapidly changing digital landscape.
Joined July 2017
- Tweets 694
- Following 251
- Followers 134
- Likes 835
368 Photos and videos
ParameterInsights retweeted
8 Feb 2024
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.
7 Feb 2024
Fascinating @JoshBook10 data about consumer selection of #Advicers.
Key takeaway: Brand matters most. Nearly 2X the impact of fees, more than 3X breadth of planning services.
When it's hard to know who to really trust, consumers revert to intangibles like trust in brand.
1
1
2
195
ParameterInsights retweeted
15 Mar 2023
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…lnkd.in/eQvJyeGG
1
2
90
ParameterInsights retweeted
15 Feb 2023
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…lnkd.in/gpC_HqHD
1
1
4
71
8 Oct 2022
Having a cross-channel wealth management experience can help keep more customers engaged as times and they change.
7 Oct 2022
A new study from @ParamInsights finds that investors are turning away from robos, which may be another victim of the postpandemic market downturn. barrons.com/advisor/articles… #RoboAdvisor
1
2
ParameterInsights retweeted
5 Oct 2022
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
5 Oct 2022
Robo-advisers struggling to retain investors in 2022, research finds; use of robos fell from 27.7% of US investors in 2021 to 20.9% this year, according to Parameter Insights bit.ly/3T2ktmz #InvestmentNews @ryanWneal #fintech
1
2
2
ParameterInsights retweeted
6 Oct 2022
Hey look 👇👇 @ryanWneal dropping @ParamInsights data from our latest research!
5 Oct 2022
Robo-advisers struggling to retain investors in 2022, research finds; use of robos fell from 27.7% of US investors in 2021 to 20.9% this year, according to Parameter Insights bit.ly/3T2ktmz #InvestmentNews @ryanWneal #fintech
5
4
25
ParameterInsights retweeted
13 Sep 2022
Regulation reform around what constitutes "advice" in the Self-Directed investing channel context is desperately needed. Nice piece by @OHaraClare today:
theglobeandmail.com/business…
#wealthmanagement #investing
1
3
3
23 Aug 2022
👇👇👇
23 Aug 2022
Pretty fired up about this latest @ParamInsights release: “All Things Must Come Down…Sometimes With a Thud.” @Jeff_Marsden @jaypalter @juliaccarreon
1
ParameterInsights retweeted
9 Aug 2022
@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.
1
1
ParameterInsights retweeted
9 Mar 2022
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....
1
2
ParameterInsights retweeted
3 Mar 2022
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…lnkd.in/ebuFE3Mk
1
2
ParameterInsights retweeted
28 Jan 2022
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. ❤️🌈
28 Jan 2022
It’s embarrassing for me, but this of us who “came out of the closet” late in life should talk more about this. 🧵 abcnews.go.com/US/dont-gay-b…
2
1
5
ParameterInsights retweeted
14 Jan 2022
Alterantives. Is it possible that an investment product can differentiate? Nice piece by @ryanWneal lnkd.in/eT-3udYc
2
2
21 Dec 2021
Important consumer data and insights for the wealth business! 👇👇
21 Dec 2021
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…lnkd.in/g_fPCgW4
1
1
9 Dec 2021
They call it an alternate-specific conjoint design. We call it AMAZING data with our analysis for what it means for business choices.
9 Dec 2021
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…lnkd.in/e-_vxnw5
1
1
2 Dec 2021
Go Zac!!
1
ParameterInsights retweeted
30 Nov 2021
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…lnkd.in/e72BUmiN
1
1
ParameterInsights retweeted
17 Nov 2021
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. lnkd.in/euBjZDXU
1
1
19 Oct 2021
So many insights to glean for wealth execs.
19 Oct 2021
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
1
6 Oct 2021
New consumer persona’s, new insights, new implications.
6 Oct 2021
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
1
2