The Affluent Investor: More Consolidation. More Regulations. More Advice.

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More consolidation, more regulations, and more advice. That’s what a recent MaritzCX study identifies as the top needs among mass affluent investors in the U.S. It’s a record-setting bull market and elite investors are expressing some surprising messages that present challenges and opportunities for investment firms, both in overall strategy and customer experience.

These findings result from the MaritzCX Wealth Study – a financial services research initiative MaritzCX has been conducting since 2010 to help investment firms better understand the mindset of these highest investors – those with $100,000 or more in privately held investable assets.

Jennifer Passini Dan Hickey
Jennifer Passini
CX Solutions Strategist
Dan Hickey
Senior Research Manager

Join MaritzCX for a complimentary webinar as strategic consultants, Dan Hickey and Jennifer Passini, share the full results of this critical study and offer advice to investment firms on how to address the challenges and capitalize on the opportunities uncovered by the research.

A couple of a sneak peaks into what you will learn from the session:

  • How the mass affluent investor feels about the current market performance and expectations for the future
  • How attitudes have changed (and not changed) from the crisis through the recovery to current bull market
  • What is working and not working about the customer experience that banks and wealth management firms are delivering to these investors

The results will help financial institutions better position to deliver the experience these investors are looking for in the current market.


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