Women are one of the fastest growing client segments in wealth management. However, research reveals they are underserved as investors, a situation that costs the industry billions in lost fee revenues annually.
In this webinar, our expert Leonie Kriett, Director at Simon-Kucher and author of, "Building a Winning Client Experience for Women" shares insights from our recent study on the investing behaviors and needs of affluent and high-net-worth women in the US and Canada.
Learn the segment-specific differences that financial institutions must pay attention to in order to engage women clients, and build a foundation to better serve this growing segment.
Key Takeaways
- The three critical segment-specific differences that stand out: personal interactions, tailored enablement, and holistic, long-term advice
- Optimizing in-person interactions for relationship building, and hyper-personalizing digital interactions for engagement
- Five steps to building a winning experience to attract, retain and engage women as clients
Who Should Attend
Private bank and wealth management executives. This event is complimentary.
Learn More:
Article: Women in Wealth Management
