Related Reports
Banking the Unbanked: Strategies and Opportunities
By Ray Cain
The worldwide unbanked market is over 2 billion people. This report presents
best practice, country surveys and market projections on the following:
• The most effective forms of marketing, distribution and credit scoring
• The opportunities for cross-selling additional banking services
• The strategies for success
Self Service in Retail Banking: Developing and Implementing a Successful
Self-service Strategy
By David Cavell FCIB
A critical new report for retail financial services providers detailing how self-service can be leveraged to the greatest advantage in retail banking. It is a comprehensive survey of the fast-developing world of self service which offers practical advice on how to approach the development and implementation of self-service strategy. David Cavell builds a strategy template which presents a ‘ten-point plan’ for success.
Bancassurance: The Lessons of Global Experience
By Steven I Davis, Managing Director, Davis International Banking Consultants
Rich in case studies, interviews and original research, this report evaluates
best practice in selling insurance products to a global retail banking client
base.Answers the following:
• Which model is the most effective for reaching the traditional markets?
• What are the business critical issues in selling to wealthy clients?
• What role does regulation play in the market?
• What are the prospects in emerging markets, including China and India?
The Ultimate Know-your-Customer Approach:
Using Behavioural Finance to Retain and Acquire Wealthy Clients
By Michael Pompian CFA
Behavioural finance – understanding how clients actually behave –
is the key to retaining private clients. This report presents:
• The twenty most common biases
• ‘Hidden’ biases uncovered
• The particular biases associated with types of clients
