I’ve worked for decades in financial services. Never has engagement with female investors with trust, transparency, and exceptional service been more important.
Women are quickly becoming the face of new wealth. Attaining and retaining female customers is now a vital growth priority for wealth management firms.
Yet, when it comes to servicing women on their financial needs, the industry is falling short.
A majority of women feel disconnected from financial institutions and as a consequence are less likely to purchase investment products or seek professional advice.