Marketing Financial Services to the Mass Affluent - US - December 2015
"The mass affluent market is largely untapped by traditional financial services providers and provides great opportunity for institutions to expand their customer base. Less than one third of mass affluent consumers regularly work with a financial advisor, yet their financial needs are substantial and diverse. New strategies and technologies can help providers serve this group profitably despite account balances that are lower than the traditional audience of affluent and high net worth households."
- Monica Staco, Category Manager - Financial Services
This report discusses the following key topics:
- More than 22 million mass affluent households in possible need of financial guidance
- Consumer attitudes are improving and more feeling optimistic
- Retirement is greatest concern
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