Consumer Research

Consumer behavior is constantly being reshaped by changing technologies, world events, and macroeconomic trends, and the pace of change is ever accelerating. It has never been more important for investment services managers, and product and services providers, to stay on top of how today’s investment client prefers to access, digest, and interact with financial and wealth management services. Kehrer Group uses the highest-quality consumer financial data available to help the investment advice community better understand target markets, identify the keys to attracting and retaining clients, and assess the value of investment services to the financial institution.

Available Consumer Research Reports

The Importance of Client Engagement (April 2023)*

The Importance of Client Engagement (April 2023)*

Smart Investment 2: How Investment Services Drives Growth of Banking Services, Supporting a Mass Affluent Strategy (2020)*

Smart Investment 2: How Investment Services Drives Growth of Banking Services, Supporting a Mass Affluent Strategy (2020)*

Smart Investment: Evaluating the Total Return on Investment Services to the Banking Enterprise (2019)*

Smart Investment: Evaluating the Total Return on Investment Services to the Banking Enterprise (2019)*

The New Importance of Financial Planning: Who Has a Financial Plan? (2016)*

The New Importance of Financial Planning: Who Has a Financial Plan? (2016)*

The New Importance of Financial Planning: Impact on Client Loyalty and Share of Wallet (2016)*

The New Importance of Financial Planning: Impact on Client Loyalty and Share of Wallet (2016)*

*Complimentary report