Focus Groups on Target Subscribers

What we learned in our focus groups of high net worth women.  Two-thirds use financial advisors and of

• half said they would expand their relationship if their advisors used EstateVaults™
• 38% said they would be more likely to choose a firm/advisor if it used EstateVaults.
• 43% of those who use a financial advisor today would be more likely to choose a new financial advisor  or financial institution if they used EstateVaults.™

  What they saw as key values for them were:

• having everything in one safe place
• security and 24/7 access
• control
• the protected e-vault organizer
• access after death

Additional benefits they really liked:

• secure collaboration/meeting rooms to use with advisors
• the prepackaged alternative to a family website that enables family meetings anywhere, anytime.