Live Research
The fourth annual Efma / Finalta Affluent Banking survey has now opened.
Over several years, Efma and Finalta, through consultation with banks across Europe, have developed this online survey to identify key issues in the affluent segment.
The survey will take approx 15mins to complete. All responses will be treated in strict confidence and results will be presented in aggregate form only.
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Efma Finalta Affluent Banking Survey 2011
This year’s survey focuses on the key trends in affluent banking, contact and acquisition strategies, product bundles, customer propositions and remote advice models. Click here to participate
In return for participation, we will provide you with a full copy of the fourth annual Efma / Finalta Affluent Segment in Europe Report when it is published in Q2 2012 and make a charitable donation of €25 for each bank that responds.
The report produced will provide you with key industry benchmarks in the affluent segment, an investigation of current capabilities and examples of market best practice.