New Rules of Engagement: Women in Wealth Management

Jeudi, 30, Marsch, 2023
women in wealth webinar image

Women are one of the fastest growing client segments in wealth management. However, research reveals they are underserved as investors, a situation that costs the industry billions in lost fee revenues annually.

In this webinar, our expert Leonie Kriett, Director at Simon-Kucher and author of, "Building a Winning Client Experience for Women" shares insights from our recent study on the investing behaviors and needs of affluent and high-net-worth women in the US and Canada.

Learn the segment-specific differences that financial institutions must pay attention to in order to engage women clients, and build a foundation to better serve this growing segment.

Key Takeaways

  • The three critical segment-specific differences that stand out: personal interactions, tailored enablement, and holistic, long-term advice
  • Optimizing in-person interactions for relationship building, and hyper-personalizing digital interactions for engagement
  • Five steps to building a winning experience to attract, retain and engage women as clients

Who Should Attend

Private bank and wealth management executives. This event is complimentary.

Learn More:

Article: Women in Wealth Management

Study: Building a Winning Client Experience for Women

Event details
  • Webinar
  • Jeudi, 30, Marsch, 2023
  • 14:00 - 14:45 EDT


New York, USA


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