NA

Scope

Understand the attitudes and views the mass affluent hold in regards to their budgeting and finances.

Place a dollar value on the difference between a mass affluent client and a retail market equivalent.

Compare mass affluent and mass market cross-selling opportunities.

Better quantify the mass affluent client base by gaining insight into the key demographics of the group.

Reasons to Buy

In which segments is the mass affluent opportunity sufficiently developed as to be a viable market in terms of size and assets

Which products represent the greatest earning potential from a mass affluent client

How much more business can a mass affluent client base bring a bank

What is the mass affluent cross-selling opportunity

Table of Contents

NA

List of Tables

N/A

List of Figures

N/A

$10,000

Can be used by individual purchaser only

$30,000

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

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