Marketing Financial Services to Women - US - October 2018
"While women’s financial needs are not very different from men’s, they do think about money somewhat differently. Many don’t feel comfortable with talking about it or learning how to manage it. Institutions and advisors need to find ways to reach out to women and send messages that resonate with them so women can take better advantage of opportunities to take control of their financial lives."
- Jennifer White-Boehm, Associate Director - Financial Services
This report looks at the following areas:
Women feel less confident about financial matters
Women don’t feel valued by their financial institutions
Women are not as likely to seek out information