Trends Report

Investing In Plain Sight: Design Solutions To Attract Female Investors

Design Gender Inclusive Products

May 26th, 2022
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
With contributors:
David Hoffman , Oliwia Berdak , Melissa Parrish , Christiana Lano , Jen Barton

Summary

Fewer women invest than men even though investing is the main route to wealth accumulation and financial well-being. Targeting women with more tailored products, services, and marketing campaigns would help investment firms grow their revenue while expanding their customer base. Read this report to gain insight on the key preferences and behaviors of female investors and the actions wealth management firms must take now to better attract and retain them as customers.

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