Aggregation: Gathering Assets and Enthralling the Customer: Industry Research Report

Aggregation: Gathering Assets and Enthralling the Customer

Published Date: February 2001

Published By: TowerGroup

Page Count: 16

Order Code: R301-703

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TowerGroup predicts that 4.5 million households will aggregate their financial accounts by 2005. The average person with any significant level of investment assets invariably has multiple accounts at multiple institutions. Account data aggregation technology utilizes the Internet to consolidate a customer's account data into a single view. For financial services firms, aggregation offers the potential to effectively package financial planning, advice, and wealth management services to the individual investor. Particularly enticing is the opportunity to attract increased market share from the wealthiest 10% of US households, which number 10 million and have an average net worth of US$1.2 million

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