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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?
     
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    Digital banking transformation: moving towards an omnichannel reality

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    Millennial wealth: how to prepare for imminent change

    Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation.

  3. Humanize your Digital Customer Service
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    Humanize your Digital Customer Service

    Taking care of financial matters is becoming more connected and online. While this technological progress brings greater efficiency, are we in danger of losing the important human element of empathy?

  4. Unblu Conversational Solutions for Brokers
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    Unblu Conversational Solutions for Brokers

    Clients who receive a positive experience from your service overwhelmingly turn into your greatest advocates.

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