Abstract
Overview
Introduction
This report provides a detailed exploration of the current state of mass
affluent offerings and premier banking services around the world, and
constructs a prototype mass affluent offering based upon the analysis of case
studies, which draws out the critical factors involved in creating a
successful proposition.
Scope
- Assesses the mass affluent service provided by 8 leading banking networks
worldwide
- Includes insight from those within the industry regarding the development
of mass affluent services
Report Highlights
Global banks tend to pick and choose the markets in which their mass affluent
service is launched, depending on the profile of that country. For example,
despite having a presence across a number of markets, ABN Amro has chosen only
to offer Van Gogh Preferred Banking in selected markets.
The non-banking side of many mass affluent offerings provides lifestyle
benefits that are completely separate from the banking side of the offering.
However, the more advanced mass affluent offerings are those that incorporate
banking issues into the non-banking side, providing a rounded service.
Clients should be able to rely on their Ultimate Offering relationship manager
to fulfil two main ongoing functions: to continuously monitor the state of
their finances, reporting regularly to the client, and to take a proactive
role in improving their clients' financial health.
Reasons to Purchase
- Gain insight into the successful mass affluent services offered by global
competitors
- Understand the variation in market standards for mass affluent services
worldwide
- Discover the key factors determining the success or failure of mass
affluent offerings in a variety of markets
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