Meeting the Needs of the New Financial Consumer: A Snapshot of Six Customer Segments

Meeting the Needs of the New Financial Consumer: A Snapshot of Six Customer Segments These days, consumers have a lot of options when choosing a financial institution. By understanding that specific consumer segments have unique attitudes, behaviors and expectations, financial institutions can build stronger customer relationships and attract valuable new business. To be successful, institutions must realize they can't "be everything to everybody." They need to determine which consumer segments are most valuable to them, and how to best attract and retain them.

This white paper will help you:

  • Understand the needs and expectations of six different consumer types
  • Determine which consumers are most valuable
  • Target products, technology and tools to different consumers




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