The research will also explore optimal ways to reach and support financial intermediaries through in-depth interviews and survey of over 500 financial intermediaries. The Financial Intermediary Survey explores all aspects of the FI journey, media consumption, device usage, compliance issues and what digital channels, tools and tactics are most relevant to acquiring and retaining customers.
The financial intermediaries are analyzed via five specific segments:
- Captive Broker Dealers
- Independent Broker Dealers or RIAs
- Captive Insurance Agents
- Independent Agents
- Asset Managers