Tag Archives: market research

The Growing Opportunity of Women of Wealth: Defining Strategies for Success

The Growing Opportunity of Women of Wealth: Defining Strategies for Success

This report examines the growing opportunity in the high-net-worth segment, shares proven tactics and methods that FSPs are already using to embrace this opportunity, and identifies the key building blocks of a successful strategy for serving women of wealth. Based on this qualitative research, as well as data the Financial Alliance for Women has compiled during more than 15 years of practice, we developed a blueprint for FSPs looking to effectively serve women of wealth.

Winning Over Women: A commercial imperative for financial services

Winning Over Women: A commercial imperative for financial services

Kantar’s research in the UK has revealed striking differences in the approach men and women take to managing their money. This report shows how financial service providers in the country are meeting – or failing to meet – the needs of their female customers.

Winning the Women's Market

Research Matrix: BLC Bank Sample Criteria

Research Matrix: BLC Bank Sample Criteria

BLC Bank conducted qualitative market research through two rounds of focus groups in collaboration with the IFC and a local market research company. The research matrix and questionnaire were designed by the IFC, based on BLC Bank recommendations. The market research company was responsible for identifying and recruiting respondents using the pre-defined matrix, ensuring their presence at the meeting and transcribing the findings.

The Paradox of Gender-Neutral Banking

La Paradoja de la Banca de Género Neutral

La Paradoja de la Banca de Género Neutral

La Paradoja de los Servicios Bancarios de Género Neutro revela los desafíos por parte de la industria financiera para llegar a las clientes mujeres con los mismos enfoques que se utilizan para prestar servicios bancarios a los hombres y ofrece ejemplos de prácticas óptimas de bancos de la AGB. (English version)

The Paradox of Gender-Neutral Banking

The Paradox of Gender-Neutral Banking

The Paradox of Gender-Neutral Banking

Assuming that gender differences that exist in the world outside the bank disappear when people walk through the door has resulted in high levels of dissatisfaction from one of the world’s most powerful economic forces: women. This report reveals the implicit problems with gender- neutral banking, as a follow-up to 2014’s “How Banks Can Profit from the Multi-Trillion Dollar Female Economy.” (Version en español)

CVP Webinar BLC Bank

Webinar: Developing Distinct CVPs for Women – BLC Bank

Webinar: Developing Distinct CVPs for Women – BLC Bank

This is a modified version of the presentation given by BLC Bank’s Head of Brands Management, Marketing Group Karyl Akilian at the May 18, 2016, GBA and SME Finance Forum webinar, “Developing Distinct Customer Value Propositions: What Banks Need to Know about the Women’s Market.”

The Value of Sex-Disaggregated Data

The Value of Sex-Disaggregated Data

The Value of Sex-Disaggregated Data

Governments and agencies around the world are increasingly prioritizing full financial inclusion of women, but moving the needle is impossible without data on how many women actually have access to financial services and through what channels. The Global Banking Alliance for Women (GBA), in collaboration with the Inter-American Development Bank (IDB) and Data2X, has released this report based on interviews with over 50 regulators, policymakers, International Finance Institutions (IFIs) and bankers from around the world that reveals just how this data could inform better policies and prompt the private sector to take on this missed market opportunity.

Women's Finances by Generation

Women: Deposits, Super & Insurance Survey

Women: Deposits, Super & Insurance Survey

This proprietary research commissioned by Westpac examines women’s savings (for “super,” or retirement, and in general) and their likelihood to carry sufficient insurance. It found that women are excellent savers and that those in marriages/relationships tend to share both responsibility and decision-making power in an equitable manner. It also found that Australian households were heavily affected by the Global Financial Crisis, with key addressable concerns being insurance and retirement savings.

Women's Finances by Generation

Westpac Finance Survey: Women’s Market

Westpac Finance Survey: Women’s Market

This proprietary research commissioned by Westpac analyzes women’s financial profiles and categorizes them into psychographic segments: “Taking Charge” “Silent Operator” “Blinded by the Light” “Passing Control” and “Cross the Fingers.” It suggests engagement strategies for financial services providers with each segment.

Women's Finances by Generation

Women in Business

Women in Business

Proprietary research commissioned by Westpac examines interest in, and actual ownership of, small and medium enterprises among women, broken down by different age groups and other segments. Among notable findings: Women business owners are very happy with the choices they have made; only half of women who expressed an interest in starting their own business had an actual concrete plan to do so; one in three women felt women tend to help each other more than men do; and one in ten prefers to deal only with other women.

Women's Finances by Generation

Women’s Finances by Generation

Women’s Finances
by Generation

Proprietary research commissioned by Westpac breaks down the Women’s Market into Baby Boomers, Generation X and Generation Y to look at rates of saving, income levels, financial skills, attitudes, and behaviors, career aspirations, rates of home ownership, and a host of other demographic information. The report offers a wealth of data, with information about implications for financial services providers.