Thursday Apr 24, 2014

Why and How Should Banks and Wealth Managers Target Mass Affluent Customers

With the plateauing of the HNI and UHNI segments, wealth managers and private banks today need to look beyond the traditional segments to tap the growing mass affluent clientele. In this post, Tushar Chitra, Senior Director for Product Marketing at Oracle Financial Services, talks about how banks have historically been targeting the mass affluent customer and what they can do to better address their needs.
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