White papers

May 2011 - Online Investors: Examining online financial behaviour of the mid to high net worth investor

Our latest consumer report examines online behaviour of the mid to high net worth investor, providing a fascinating insight into how investors are now using the internet, not only for researching but for planning and executing their financial requirements. This analysis is based on a survey conducted with 500 investors via NMG’s Investor Census survey.  To download a full version of the report please click here or to discuss the report findings with NMG please contact David Burns on 020 7631 3087.

Report highlights:

• The internet is being used by virtually all investors as a financial research tool and has become for many, an important channel for the purchase of a range of financial products
• There is strong demand for financial planning online and a supply gap is evident
• Investors are most likely to visit a financial comparison site if they are considering their financial needs online
• The main barrier to future online financial product purchase is a preference for full financial advice, however supporting telephony goes a long way in removing this barrier
• Social networking amongst investors is widespread but not yet for financial matters
• Mobile internet is popular for online banking but just a small proportion are using for longer term financial transactions
• A large opportunity exists for providers to utilise digital innovation to create engaging customer experiences

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