The UK’s Office of National Statistics (ONS) confirmed in 2018 that the UK mass affluent demographic continues to grow and to thrive. Yet, our research shows that the segment remains underserved by financial services providers. Affluent families do not regularly engage with planning for their future financial well-being, with many struggling to even get a consolidated view of their current investments.
From customer advocacy as a tool to engage new customers, to retaining the existing ones with digital solutions strategically tailored to their needs, we have delved into the world of wealth and asset management from the customer perspective.
and safeguard their financial well-being.
please contact Peter Neufeld at email@example.com