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Women and Wealth

How to advise female investors on their terms

Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are already taken or influenced by women and their power is only set to grow. 

The current advisory model is not working for women. Major obstacles include a lack of trust in a male-dominant industry, an impersonal one-size-fits-all approach to advisory services, and an increase in disruptive competitors. 

Financial providers will need to implement significant changes if they are to win the attention and loyalty of this segment of the population.

Download our free 16-page whitepaper to understand:

  • Who this demographic is and what do they want?
  • What challenges do women’s expectations pose for providers?
  • How can financial firms better serve women?
  • What digital tools are needed to deliver value to women’s customer journey?
Overcoming Regulatory Barriers to Enhance Client Interaction

How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.  But how do you overcome regulatory barriers without sacrificing the next-level experience that clients expect? In.

Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall.  But that’s just one part of the story. With a streamlined service, Raiffeisenbank agents were better able to.

The 2023 Retail Banking Trends

Hybrid experiences built on trust Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the.

Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you? Rebuild customer.

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