of 3
Whitepaper

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?
     
  1. Understand your customers to help improve their Financial Well-Being
    Whitepaper

    Understand your customers to help improve their Financial Well-Being

    Creating better digital banking experiences with Forrester's financial well-being segmentation model.

  2. The State of Digital Banking 2021: how to prepare for the future of banking
    Whitepaper

    The State of Digital Banking 2021: how to prepare for the future of banking

    Customers are ready for change but banks are being slow off the mark. How can your organization better prepare for the future of banking?

  3. From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing
    Whitepaper

    From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

    A key challenge for financial services providing customer or client advisory has been ensuring a smooth digital migration – are they adequately served by existing video solutions?

  4. A humanized digital member experience for credit unions
    Fact Sheet

    A humanized digital member experience for credit unions

    Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions.

See all Resources library

Stay in touch