A recent study conducted by Environics Research for TD Bank reveals that a majority of Canadians are comfortable with companies using AI if it means they'll receive better and more personalized service; but many admit that they don't understand the technology well enough to know the risks
Our team has developed a FinTech Consumer Adoption Segmentation that allows us to group consumers into four distinct segments based on the values that drive their decisions towards or against the use of technology in the financial dealings
While many organizations have a stereotypical idea of what makes these technology enthusiasts tick, our research shows that this increasingly important segment of consumers is often quite misunderstood.
Our Group VP of Financial Services, David MacDonald, and VP of Financial Services Rob Stel sat down for a candid discussion about Millennials, the social values that define them, their role in the financial services industry, and what financial advisors need to know when approaching this large and diverse cohort.
According to Environics Research’s latest Financial Services among New Canadians Syndicated Study, TD, CIBC and American Express have an opportunity to surprise and delight, or to disappoint a very lucrative customer base.