Contact information
70%
Demographic information
55%
Financial goals and ambitions
72%
Personal aims and objectives
52%
Investment data from other providers
41%
Products and services with other providers
37%
Data from my wealth manager interactions
36%
Transactional data from spending
20%
Online marketing preferences
24%
Information about loyalty programs
24%
Medical history
15%
Social media behavior
11%
Mobile GPS location data
8%