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Bank Wealth Management: New Models Beginning to Bear Fruit

Bank wealth units have visibly boosted retail customer penetration rates in a short period of time, driven by improved internal collaboration and a sharper segment focus. In just over a year, U.S. banks have made great strides in selling wealth management products to their retail customers, both by overcoming organizational barriers and by tailoring the operating model to reach key customer groups. Can they keep it up? Certainly the signs are encouraging. As measured by the portion of retail customers who have purchased at least one wealth product from the bank, “wealth penetration” rose from a general range of 3% ...

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