Statement Preferences of High Net-Worth Clients
DALBAR's Statement Preferences of High Net Worth Clients report reveals the sentiments and behavior of over 200 individuals in relation to their account statements. Survey respondents revealed:
The statement features of greatest value
The time spent reviewing them
Their thoughts about "the fine print"
Their usage of paperless delivery or their aversion to it
Their specific challenges with the use of paperless delivery
The length of time they like documents archived
What motivates them to enroll, and how they go about electing paperless delivery
Their preferred notification method
What, if anything, causes them to revert to paper
And much more!
DALBAR's Statement Preferences of High Net Worth Clients report reveals the sentiments and behavior of over 200 individuals in relation to their account statements. Survey respondents revealed:
The statement features of greatest value
The time spent reviewing them
Their thoughts about "the fine print"
Their usage of paperless delivery or their aversion to it
Their specific challenges with the use of paperless delivery
The length of time they like documents archived
What motivates them to enroll, and how they go about electing paperless delivery
Their preferred notification method
What, if anything, causes them to revert to paper
And much more!
DALBAR's Statement Preferences of High Net Worth Clients report reveals the sentiments and behavior of over 200 individuals in relation to their account statements. Survey respondents revealed:
The statement features of greatest value
The time spent reviewing them
Their thoughts about "the fine print"
Their usage of paperless delivery or their aversion to it
Their specific challenges with the use of paperless delivery
The length of time they like documents archived
What motivates them to enroll, and how they go about electing paperless delivery
Their preferred notification method
What, if anything, causes them to revert to paper
And much more!
