Defining the Mass Affluent for Wealth Managers

Defining the Mass Affluent for Wealth Managers

Code: VF-293004 | Published: Mar-2015 | Pages: 30 | Verdict Financial
Price :
$3,450.00
USD

* Required Fields

$3,450.00

Details

There is a common perception that mass affluent individuals can simply be identified through income and asset levels. Our analysis challenges this perception and asserts that a range of parameters can and should be identified according to the institutions business strategy, a clearly defined target client, the institutions ability to serve, and the assessed profitability of the approach.


Synopsis
- Take a step back and consider the mass affluent consumer as a whole.
- Consider aspects of their lifestyle, consumption, and needs you can engage with in order to start a relationship and offer a service or product.

Reasons To Buy
- How do I define who the mass affluent are?
- Can I provide a proposition that is attractive to this segment?
- Can I make money from serving mass affluent consumers?
- How do I build my proposition over the longer term to meet the needs of the mass affluent?

Key Highlights
We recommend a balanced scorecard approach to provide a measure of the attributes, ability to serve, and profitability of a segment. Any preliminary segmentation can subsequently be adjusted such that it better fits your business vision or profitability objectives.

Through profiling the characteristics of this segment, this approach will enable each provider to understand the needs of this group and therefore build a proposition to serve them.

Table of Contents

0

Report Format

Following are different modes of Licenses.

a. Single User License:
This license allows only one person to use the report. This person can use the report on any computer and may take print outs of the report but must take care of not sharing the report (or any information contained therein) with any other individual or people. Unless you purchase a Site License or a Global Site License, a Single User License must be purchased for every single person that wishes to use the report within the same enterprise.

b. Single Site License:
This license allows unlimited users to use the report within one company location, e.g. a regional office. These users can use the report on any computer and may take print outs of the report but must take care of not sharing the report (or any information contained therein) with any other individual or people.

c. Global Site License:
A Global Site License (or Enterprise wide Site License or Global License) is a license granted to original purchaser, who can share a report with other employees and authorized Users of the same organization.

Quick Help

1. How do you deliver the reports?
The delivery of reports is depends on format & mode of license of report(s). Following are different kinds of formats of report(s) and their delivery options :

a. Electronic Format – Through email from Publisher
Report will be sent to your username email address in PDF, Excel, PowerPoint or any other electronic / softcopy format by publisher.
Delivery Time: 12 to 48 hours [depending on time difference or occurrences of national holidays]

b. Hard Copy or Printed Format or CD-Rom – Through Mail or Courier from Publisher
Report will be sent through mail / courier delivery to your shipping address by publisher.
Delivery Time: Less than, few weeks [depending on time difference or occurrences of national holidays]


2. How can I make payment for publications I purchase?
You could be able to make the payment, in following ways:

a. Online Secure Payment through Credit Card Payment : We accept Visa, Master, AMEX Cards & CCAvenue
b. Transfer of fund to our bank account via Bank transfer or Wire transfer
c. Payment via DD or Cheque
d. Paypal


3. Is it safe to use my credit card on MarketinfoResearch?
Your personal information and online tranaction on Marketinfo Research is secure, private, and tamper-proof. All credit card payments are processed through secure and trusted payment gateways.

If you have a more question about our publications please see our FAQs section or contact us now at cs@marketinforesearch.com.

CUSTOMERS WHO VIEWED THIS REPORT ALSO VIEWED

There are no reports matching the selection.

Browse similar reports by category:
Banking, Finance & Insurance
Verdict Financial