Product Innovation and Customer Targeting in Wealth Management

Q1 2007

Publication Date	May 2007
Publisher	Datamonitor
Product Type	Brief
Pages	11
ISBN Number	not applicable
Product Code	DAT05136

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£895.00
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Summary

Introduction

This tracker covers product launches and service developments as well as marketing and product/service launches aimed at specific customer segments, such as ultra high net worths, NRIs, expats, retirees, entrepreneurs, women, etc.

Scope

Extensive research is conducted on the activities of 50 providers of wealth management products, globally
The developments are analyzed to identify the key global trends in product development and customer targeting

Highlights

In the first quarter of 2007, several customer targeting initiatives were undertaken, with many looking to refine targeting specific client groups in emerging markets. it is unsurprising that the next step for those who have established a presence in a market is to increase the sophistication and specialisation of the services they offer.

A wide range of innovations in product design were unveiled in the first quarter of 2007, with many seeking to improve existing product platforms by increasing the range of products available within them, or making more tools available.

Reasons to Purchase

Understand and gain insight into product development in the global market
Keep up to date with product innovations and learn from the developments made by your competitors

Content

Table Of Contents
- The Roundup
- Customer Targeting
- Product Innovation
- The Developments
- Abn Amro
- Bessemer Trust
- Bank Of America
- Barclays Wealth
- Barclays
- Citigroup
- Lloyds Tsb
- Mellon
- Morgan Stanley
- Ocbc
- Socit Gnrale
Appendix
- Methodology
Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer
- The Roundup
- Customer Targeting
- Product Innovation
- The Developments
- Abn Amro
- Abn Amro Enter Virtual World (Product Innovation) - December
- Bessemer Trust
- Bessemer Trust Moves To Attract Business Owners (Customer Targeting) - February
- Bank Of America
- Wealth In The Southern Us Targeted By Bank Of America (Customer Targeting) - February 07 And March
- Barclays Wealth
- Barclays Wealth Embarks On Expansive Targeting (Customer Targeting) - March
- Barclays
- Barclays Provides Bespoke Tools For Intermediaries To Tap The Overseas Mortgage Market (Product Innovation) - March
- Citigroup
- New Relocation Service From Citibank Eases The Strain Of Executive Relocation (Product Innovation) - March
- Citi Teams Up With Blackrock In Australia To Offer Discretionary Managed Products (Product Innovation) - March
- Citigold Woos New Customers In South Korea And Bahrain (Customer Targeting) - February
- Pioneering New Investment Services For Russian Citigold Clients Offer A "World Of Opportunities" (Product Innovation) - Feb
- Lloyds Tsb
- First Banking "Superstore" For International Customers Launched By Lloyds Tsb (Customer Targeting) - January
- Mellon
- Mellon Strengthens High End Mortgage Business Team As It Targets Wealthy Homeowners In The Us (Customer Targeting) - February
- Morgan Stanley
- Morgan Stanley Pioneers Its Enhanced Custom Portfolio (Product Innovation) - March
- Ocbc
- Ocbc Bank Launches Investment-Linked Policy To Meet Legacy Banking Needs (Product Innovation) - January
- Socit Gnrale
- Socit Gnrale Corporate & Investment Banking Adds New Energy Protected Fund To Adequity Range (Product Innovation) - March
Appendix
- Methodology
Further Reading
- Ask The Analyst
- Datamonitor Consulting
- Disclaimer