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Marketing Financial Services to the Mass Affluent - US - December 2013
  • USA - English


News provided by

Market Research Reports

Jan 02, 2014, 06:45 ET

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MarketResearchReports.biz
MarketResearchReports.biz

Albany, NY (PRWEB) January 02, 2014 -- MRRBIZ annauncess Marketing Financial Services to the Mass Affluent US 2013

The affluent segment is multilayered, and all of its layers are of interest to the industry. Although the group is financially comfortable, they are not immune from financial concerns. They are, however, willing to use technology to help them manage their money, and financial services providers need to highlight any cutting-edge technology that differentiates them from other providers.

Scope and Themes
Executive Summary

Net worth of households, by household income, October 2013
Market drivers
Dow Jones Industrial Average, Nov. 21, 2012 - Nov. 21, 2013

The consumer

Attitudes about personal financial security, by age, October 2013

Importance of online and mobile banking services, by age, October 2013
Interest in financial goals, by presence of children in the household, October 2013

To read the complete report with TOC visit: http://www.marketresearchreports.biz/analysis-details/marketing-financial-services-to-the-mass-affluent-us-december-2013

Issues and Implications
Trend Application
Inspire Trend: Prove It

Market Size
Market Drivers
Key points
Economy continues to strengthen

Unemployment rate, September 2011-September 2013
S&P/Case-Shiller US National Home Price Index, June 2009-June 2013
Dow Jones Industry Average, Nov. 21, 2012-Nov. 21, 2013

Affluents are feeling more secure
Consumer confidence down

Thomson Reuters/University of Michigan Consumer Survey Index, October 2011-October 2013
Demographic Profile of Affluents
Innovations and Innovators
Marketing Strategies

Attitudes toward Personal Financial Situation
Key points

Attitudes about personal financial security, by gender, October 2013
Attitudes about personal financial security, by age, October 2013
Attitudes about personal financial security, by household income, October 2013
Attitudes about personal financial security, by presence of children in household, October 2013

Preference for Working with Advisers

Attitudes toward financial companies and working with advisers, by gender, October 2013
Attitudes toward financial companies and working with advisers, by age, October 2013
Attitudes toward financial companies and working with advisers, by household income, October 2013
Attitudes toward financial companies and working with advisers, by presence of children in household, October 2013

Importance of Technology
Key points
Importance of online and mobile banking services, by gender, October 2013
Importance of online and mobile banking services, by age, October 2013
Importance of online and mobile banking services, by household income, October 2013
Importance of online and mobile banking services, by presence of children in the household, October 2013

Biggest Financial Challenges
Key points
Biggest financial challenges, by gender, October 2013
Biggest financial challenges, by age, October 2013
Biggest financial challenges, by household income, October 2013
Biggest financial challenges, by marital status, October 2013
Figure 61: Biggest financial challenges, by household net worth, October 2013

Household Financial Goals
Key points
Household financial goals, by gender, October 2013
Household financial goals, by age, October 2013
Household financial goals, by household income, October 2013

Attitudes toward Banking

Attitudes toward banking, banking activities, and reasons for choosing a bank, by gender, October 2013
Attitudes toward banking, banking activities, and reasons for choosing a bank, by age, October 2013
Attitudes toward banking, banking activities, and reasons for choosing a bank, by household income, October 2013
Attitudes toward banking, banking activities, and reasons for choosing a bank, by household net worth, October 2013

Attitudes toward Financial Management

Use of financial management resources, by gender, October 2013
Use of financial management resources, by age, October 2013
Use of financial management resources, by household income, October 2013
Use of financial management resources, by household net worth, October 2013

Click here to download detail report: http://www.marketresearchreports.biz/sample/sample/181880

Attitudes toward Financial Plans and Interactions with Financial Providers

Attitudes toward financial plans and interactions with financial providers, by gender, October 2013
Attitudes toward financial plans and interactions with financial providers, by age, October 2013
Attitudes toward financial plans and interactions with financial providers, by household income, October 2013
Attitudes toward financial plans and interactions with financial providers, by presence of children in the household, October 2013
Attitudes toward financial plans and interactions with financial providers, by household net worth, October 2013

Amount of Retirement Savings

Amount in household retirement savings, by gender, October 2013
Amount of household retirement savings, by age, October 2013
Amount of household retirement savings, by household income, October 2013

Cluster Analysis
Appendix – Trade Associations
About Us
MarketResearchReports.Biz is the most comprehensive collection of market research reports. MarketResearchReports.Biz services are specially designed to save time and money for our clients. are a one stop solution for all your research needs, our main offerings are syndicated research reports, custom research, subscription access and consulting services. serve all sizes and types of companies spanning across various industries.

Contact
M/s Sheela
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Albany, NY 12207
Tel: +1-518-618-1030
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bsite: http://www.marketresearchreports.biz/

Michell Thoras, Market Research Reports, http://www.marketresearchreports.biz/, +1 (518) 618-1030, [email protected]

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