New Rules of Engagement: Women in Wealth Management
Published on January 2, 2023
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.
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