insight report - innovative client segmentation in wealth management

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Page 1: Insight Report - Innovative Client Segmentation in Wealth Management

www.MarketResearchReports.com

Insight Report -

Innovative Client

Segmentation in Wealth

Management

Category : Banking & Finance

All logos and Images mentioned on this slide belong to their respective owners.

Page 2: Insight Report - Innovative Client Segmentation in Wealth Management

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Introduction to Report

Launch Date: September 1, 2014

Number of Pages: 76

Geography Coverage: Global

Available Format: PDF

Price For Single User License: USD 3,800

Price For Site User License: USD 7,600

Price For Global User License: USD 11,400

Delivery Time: Within 24 Hours (During Working Days)

Page 3: Insight Report - Innovative Client Segmentation in Wealth Management

www.MarketResearchReports.com

About the Report

This report provides an in-depth analysis of new segmentation strategies adopted by wealth management firms and private banks following the 2008 financial crisis, and their implications on the wealth management sector.

Wealth management firms are also increasingly adopting technological advances to cater to the needs of modern customers and young HNWIs.

New Segmentation strategies are being adopted by wealth management firms to provide niche products and services to customers.

Page 4: Insight Report - Innovative Client Segmentation in Wealth Management

www.MarketResearchReports.com

Key Findings:

Increased competition, together with the rise of DIY investment platforms, have encouraged wealth management firms to adopt new segmentation strategies to target customers.

The new segmentation strategies emerged to accommodate the complex needs of private individual clients by targeting them according to their interests, needs, behavior and attitudes to investments, instead of by demographic trends.

This method thus allows wealth management firms to focus on customers’ specific needs and provide customized products and services.

It also allows firms to increase their profit margins by providing the right products and services.

Page 5: Insight Report - Innovative Client Segmentation in Wealth Management

www.MarketResearchReports.com

Scope:

An overview of the global wealth management market

Innovation in wealth management practice

Analysis of brand loyalty

The future of innovation in wealth management

The report is based on a unique analysis of Publisher’s proprietary HNWI database comprising more than 100,000 individuals, and focuses on four regions: the Americas, Europe, Asia-Pacific, and the Middle East and Africa.

Page 6: Insight Report - Innovative Client Segmentation in Wealth Management

www.MarketResearchReports.com

Report Coverage

1. Introduction

2. Executive Summary

3. An Overview of the Global Wealth Management Market

4. Innovation in Wealth Management Practice

5. Brand Loyalty

6. The Future of Innovation in Wealth Management

For more details regarding Report coverage see the last slide

All logos and Images mentioned on this slide belong to their respective owners.

Page 7: Insight Report - Innovative Client Segmentation in Wealth Management

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Company Coverage: (Partial List)

1. Wells Fargo

2. Barclays Wealth Management

3. HSBC

4. ICICI Bank

5. Bank of America

6. Merrill Lynch

7. UBS

8. BNP Paribas

9. HoyleCohen

10. Zinn - Ray

11. Svatora Group

Page 8: Insight Report - Innovative Client Segmentation in Wealth Management

www.MarketResearchReports.com

Custom Research: Are you an industry professional, entrepreneur,

venture capitalist, investors and organization, then let us know your specific research requirements. Our goal is to cater to your requirements be it for a custom market research project, syndicated research report on a specific market or industry sector, newsletter creation, case study development or anything else related to marketing research.

For Any Customization Related query Visit IdeaCenter @http://www.marketresearchreports.com/idea-center

For regular industry updates subscribe to our newsletter at: http://www.marketresearchreports.com/subscribe-to-newsletter

Page 9: Insight Report - Innovative Client Segmentation in Wealth Management

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How To Buy This Report?

Visit following URL to see Table of Content and purchase this publication:

http://mrr.cm/Z2V

About Market Research Reports, Inc.Market Research Reports provides a customized set of reports from reputed Publishers, built on the intelligence available within organizations and leverages on our motto of “Intelligence Redefined”.

Contact : Amitava SenEmail : [email protected]: +1 302-703-7787 (USA) +91-8762746600 (India)