MMI Digitally-Enhanced Advice Committee – Replay of Webinar with Laura Varas

December 5, 2017 | Webinar 

MMI's new Digitally-Enhanced Advice Committee recently hosted a special webinar featuring Laura Varas -- CEO and Founder of Hearts & Wallets -- and one of the industry's foremost researchers on U.S. consumer savings and investments. Laura leads new ways of thinking for financial services, combining a financial insider's perspective from her experience in line operations with external consumer marketing and strategy consulting. The Hearts & Wallets Investor Quantitative Database is recognized as the largest single dataset on U.S. retail consumer attitudes, behaviors and buying patterns, containing over 40,000 U.S. households. 

In this video replay, Laura shares Facts and Forward-Looking Perspectives on Consumer Use of Digital Advice
Among the specific topics she discusses are:

  • The latest facts on consumer use of digital, including the most popular financial activities on computer and mobile,
  • Emotional needs satisfied by digital for different groups of consumers,
  • Customer satisfaction with online tools and mobile applications, and 
  • Understanding the "invisible dimension" of advice through benchmarks from Inside Advice.

If you missed the webinar, click here to access the video replay (MP4) and the slide deck (PDF). Note, this presentation is for MMI member use only and may not be shared publicly.

Our special thanks to Laura Varas for joining our open Digitally-Enhanced Advice Committee webinar and sharing her insightful presentation.

If you or one of your associates want to join the Digitally-Enhanced Advice Committee and be added to the distribution list for future committee calls and webinars, please send an email to events@mminst.org with Digitally-Enhanced Advice Committee in the subject line. We also welcome suggestions on topics for future calls.