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市場調查報告書
商業策略：最新線上零售投資工具的登場
Business Strategy: New Online Retail Investment Tools Emerge, But Are They Helping?
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商業策略：最新線上零售投資工具的登場 是由出版商IDC Financial Insights在2011年11月所出版的。
這份英文市場調查報告書包含Pages: 11 價格從美金4500起跳。
本報告針對金融市場提供追蹤、計畫、教育、交易想像、檔案分析檢視、支援個人消費者需求、個人投資計畫、新方法與策略分析等，目錄介紹如下。
IDC Financial Insights的看法
概況
方法
未來展望
主要建議
參考資料
圖表
This IDC Financial Insights report highlights some of new approaches and strategies in personal investment that vendors are bringing to market. We define personal investment solutions as a broad category that encompasses financial tracking, planning, education, simulated trading, and portfolio screener solutions to aid individual consumers with their financial needs. Securities and Investment Management Research Manager Sean O'Dowd states "It is vital for financial firm marketers and retail-facing technology directors to stay informed on the innovative online developments and how consumer preferences are changing or being influenced." Whether at trading firms or other large financial institutions that have considerable trade/retirement/investment offerings, new social platforms and business models continue to aggressively compete with existing client offerings.
Table of Contents
IDC Financial Insights Opinion
In This Study
Situation Overview
The Approach
Future Outlook
Essential Guidance
Learn More
Related Research
Synopsis
Table: Online Personal Finance and Investing Start-Up Categories
Table: NYC Finovate Highlighted Vendors, 2011
Figure: U.S. Retirement Plans, 1975-2005
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