What women want in financial services
The report recommends 5 steps financial institutions should take to transform value creation for women investors
1. Establish transparency — how well are you serving women today?
2. Identify behavioral segments within women investors and understand their needs as customers.
3. Develop a segment-specific strategy.
4. Prioritize offering and service changes by channel.
5. Develop a go-to-market strategy, including sales enablement, target operating model and organizational capabilities.