Mass Affluent Banking and Wealth Clients Data & Analytics
Affluent Client Trends Report (ACT)
The JD Power Affluent Client Trends (ACT) Report uses multiple JD Power benchmark studies to create a one-of-a-kind data set providing exclusive insights covering the affluent and emerging affluent customers. This report leverages data from clients of over 250 brands spanning the banking and wealth management space.
Discover how various factors impact preferences, behaviors, and loyalty to help your team refine and enhance your strategy.
Benefits
Gain a holistic understanding of these critical segments with a complete view of the affluent customers financial relationships. Our report zeroes in on the crucial factors that influence:
- Firm Selection: Discover what drives wealthy consumers choices to engage with different firms and solutions providers to maximize the effectiveness of your sales and marketing efforts.
- Client Loyalty: Uncover the secrets to retaining high-value clients and fostering long-term relationships.
- Advocacy: Learn what turns satisfied clients into enthusiastic advocates for your brand.
- Demographic Factors: Understand how expectations and preferences vary by different factors like age, gender and level of affluence to help guide your engagement strategy to the maximum effect.
Gain a holistic understanding of these critical segments with a complete view of the affluent customers financial relationships. Our report zeroes in on the crucial factors that influence:
- Firm Selection: Discover what drives wealthy consumers choices to engage with different firms and solutions providers to maximize the effectiveness of your sales and marketing efforts.
- Client Loyalty: Uncover the secrets to retaining high-value clients and fostering long-term relationships.
- Advocacy: Learn what turns satisfied clients into enthusiastic advocates for your brand.
- Demographic Factors: Understand how expectations and preferences vary by different factors like age, gender and level of affluence to help guide your engagement strategy to the maximum effect.
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Take a peek at the insights available in the Affluent Client Trends Report
Take a peek at the insights available in the Affluent Client Trends Report
