Are you asking as someone who would be building a product in this space?
If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.
Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.
From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.
If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.
Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.
From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.