Financial Advice for Europeans

Topics:
Commercial Banking,
Financial Research,
Quantitative Analysis
Tags:
Europeans,
Finance,
Financial,
Financial Accounting,
McKinsey & Co.
Source:
McKinsey & Company

Vendor Registration: required

Overview: Europeans are getting mixed advice on life insurance and pensions from financial-services providers, according to a recent "mystery-shopping" exercise. An inability to grasp client needs, prepare an overall financial plan, or offer appropriate complementary products were among the poorer practices identified. These gaps in service combined with Europe's aging population present a new opportunity for financial institutions to take advantage of the increasing demand for better retirement services.

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Format: HTML | Date: Jul 2005 | Pages: 3

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