Customer Touch Points
Within the retail banking channel there are several key players responsible for recommending and selling financial products.
BIC Readers Recommend A Wide Range of Financial Products*:
Mutual Funds
Fixed Income
Variable Annuities
529 Plans
Retirement Products
Life Insurance
LTC Insurance
Common Stocks
SMAs
REITs
ETFs
Charitable Giving
Fixed Income
Variable Annuities
529 Plans
Retirement Products
Life Insurance
LTC Insurance
Common Stocks
SMAs
REITs
ETFs
Charitable Giving
84%
76%
71%
70%
69%
66%
49%
44%
41%
39%
37%
20%
76%
71%
70%
69%
66%
49%
44%
41%
39%
37%
20%
*Source: 2007 Bank Investment Consultant Reader Profile Study, Wayman Research
SourceMedia is an Investcorp company.
Use, duplication, or sale of this service, or data contained herein, is strictly prohibited.