Women are Under-served

An average of 71%Source: Boston Consulting Group of women investment, insurance and credit card clients said they were dissatisfied with the service they received from those providers.
70%Source: Boston Consulting Group of women believe that wealth managers should tailor their approach to women.
More than 80%Source: Deloitte of women believe investment marketers do not understand their needs, and 30%Source: Boston Consulting Group of women say they rely on friends and family for investment advice.

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