A recently published government report states that “60% of non-retirees who hold self-directed retirement savings accounts, such as a 401(k) or IRA, have little or no comfort in managing their investments.”
To combat this issue, financial services issuers can utilize robo-advisor and human advisor services to provide financial planning and investing help for consumers.
One significant partnership in this category includes JPMorgan and Chase, with its online investment platform called You Invest. The platform allows Chase customers to manage their Chase banking and JP Morgan investments all in one place. With You Invest, Chase is targeting its 47 million mobile customers, 90% of whom have never previously invested.
Nick Hassebrock is a Senior Research Analyst for Comperemedia. Nick merges industry news, company reports, and marketing data together to create insights for the financial services industry.
-
Subscribe to our Free NewsletterGet the latest news and analysis straight to your inbox with our newsletter....Subscribe -
Download the Latest Market Intelligence
-
Omnichannel MarketingDownload
2025 Omnichannel Marketing Trend To Watch
Learn how marketers are revitalizing their strategies by embracing AI and data analytics to create hyper-personalized experiences in 2025 and beyond.Download -
Financial ServicesDownload
2025 Financial Services Marketing Trends
Navigate challenges and leverage our insights into key financial services trends that are set to influence the financial services market in 2025 and beyond.Download -
InsuranceDownload
2025 Insurance Marketing Trends
Learn how insurance brands are evolving their marketing strategies to keep pace with technological advancements and changing consumer behaviors in 2025 and beyond.Download -
Telecom and MediaDownload
2025 Telecom & Media Marketing Trends
Discover how telecom and media brands are shifting towards more claims-based messaging in their marketing innovation strategies in 2025 and beyond.Download
