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Discovery: A Fresh Approach to Building Relationships with Wealthy Investors

Baby Boomers and the challenges they pose to conventional business approaches have been a hot topic in financial services for years, yet the instances of real business success in this market are still rare.

SEI is publishing a series of reports that examine these market trends and propose a new business model for successful financial institutions.

In this report, we explore the relationship banks have with their customers today and how that relationship must transform for banks to successfully meet the needs of the wealthy Baby Boomer. Product or service expansion alone won’t yield that transformation. It begins with the process wealth managers use to engage clients and carries through the entire client relationship.

Discovery: A Fresh Approach to Building Relationships with Wealthy Boomers (PDF)