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Home > Business/Finance > Financial Services > Financial Management
Building A Successful Mass Affluent Strategy 2006
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| Published Date:
May 2006
Published By:
Datamonitor
Page Count:
48
Order Code:
R313-14516
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- CHAPTER 1 INTRODUCTION
- Overview
- The basic measures of success
- CHAPTER 2 CRITICAL FACTORS
- Introduction
- There are 11 critical factors for successful mass affluent banking offerings in Europe
- An offering can be improved through its marketing and added value areas
- CHAPTER 3 CASE STUDIES
- Introduction
- ABN Amro Van Gogh Preferred Banking
- Introduction
- ABN Amro's Van Gogh Preferred Banking competes closely with local banks in the Asian mass affluent market
- Van Gogh Preferred Banking's financial offering is built around the needs of international clients
- Van Gogh Preferred Banking offers added value to clients in the form of special events
- Bank of America Premier Banking and Investments
- Introduction
- Premier Banking and Investments offers a service in which specialist attention is given to investment performance
- The investment aspect of the offering is tailored to give clients as much autonomy over their investments as they wish
- The Client Manager works in close conjunction with the Financial Advisor to offer a rounded service
- Barclays Premier
- Introduction
- Barclays Premier focuses on the Premier Manager as a single gateway to a range of practical solutions
- The standalone financial offering is designed to meet practical needs rather than offer a lifestyle choice
- Openplan is offered to clients as a convenient solution to a variety of needs
- Citigroup CitiGold
- Introduction
- CitiGold attempts to meet local client needs
- CitiGold in the USA: a service designed to meet practical needs
- Around the world CitiGold places a greater emphasis on non-banking benefits
- DBS Treasures Priority Banking
- Introduction
- DBS Treasures offers a rounded service focusing on the intangible aspects of premier banking
- The financial offering is comprehensive and competitive
- The lifestyle aspect of DBS Treasures is integral to the offering as a whole
- HSBC Premier
- Introduction
- HSBC targets a wide range of clients
- HSBC's financial offering is designed to draw retail clients up the banking ladder towards the private bank
- HSBC's non-banking offering focuses on travel and leisure
- Standard Chartered Priority Banking
- Introduction
- Maximising value to entrepreneurs complements the network offering
- Non-banking benefits are designed to reflect local needs
- United Overseas Bank Privilege Banking
- Introduction
- UOB Privilege Banking sells itself on its international scope and its appearance of exclusivity
- The UOB financial offering plays to the strengths of the bank as a whole
- The non-banking aspect of UOB Privilege Banking is one of the most comprehensive in Singapore
- CHAPTER 4 THE ULTIMATE MASS AFFLUENT OFFERING
- Introduction
- The Ultimate Offering is named and marketed innovatively and clearly at its target client base
- The Ultimate Offering has a relationship model based on the gateway principle
- The product range draws upon expertise from across the rest of the bank, developing external links where internal expertise does not exist
- The role of the Relationship Manager is continuous monitoring and reporting as well as taking a proactive approach to their clients' wealth
- The client is empowered to take part in managing their finances
- The Ultimate Offering ensures continuous access for clients
- The Ultimate Offering includes a range of non-banking benefits that match the clients' needs and lifestyle accessed through a linked credit card
- The Ultimate Offering product range encompasses a preferential banking, borrowing and investments offering with a clear product lead
- The Ultimate Offering exploits the full reach of the entire network
- CHAPTER 5 APPENDIX
- Further Reading
- Global Wealth Management SPP
- Interactive Databases
- Market Reports
- Strategic Insight Reports
- Wealth Management Competitor Tracker
- Datamonitor Asia Pacific Wealth Management SPP
- Savings and Investments SPP
- Interactive Databases
- Reports
- Briefs
- SPP writing team
- List of Figures
- Figure 1: The Ultimate Offering is built on nine main points
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