The mass affluent segment is a goldmine waiting to be tapped, representing a staggering half of the $42 trillion in total investable wealth today. In catering to this segment, wealth management firms are just scratching the surface—providing only a fraction of the targeted attention they deserve. This group, with the highest projected growth in investable assets, holds extraordinary potential. However, they are often met with subpar service and fragmented experiences.
This report outlines the opportunity in targeting mass affluent investors, and how financial institutions can leverage technology to do so.
Included in this report:
- Who are the mass affluent? A breakdown of this demographic.
- Barriers to serving this market: what challenges are financial institutions facing?
- A hybrid approach to targeting the mass affluent: what is it, and how it can be done.
- How to set your firm up for success.
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