
Financial Service Providers
Leaving billions of dollars on the table
Billion dollar gap in financing for women-owned businesses
Percent of women's businesses in emerging economies have unmet credit needs.
Percent of women globally are unsatisfied with their banking services.
Trillion women controlled wealth globally.

Gender differences influence financial decision-making and behaviours. Understanding these differences opens new opportunities for growth and profitability for financial services providers.
Unleashing women’s economic potential is
just good business
Women represent a significant business opportunity for the world’s financial services providers. They’re growing wealth faster than ever before, and are starting businesses at an unprecedented rate.
And yet, they are the largest underserved group of customers in financial services.
What if you could build your capacity to better serve women as customers and meet their financial needs?
Advisory
Services
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An interactive day of team-based learning and unlearning on key drivers of women’s growing economic influence.
Topics include:
The influence of women’s growing economic power.
Why the feminist economy is here to stay why money is gendered.
Understanding the women’s market in financial services and why women hate banks.
Closing financial gender gap - equalizing access to finance - How women remain overlooked and underserved in financial services.
Putting services back into financial services - the importance of non-financial services.
From the inside out: fostering an inclusive environment for better business outcomes.
Applying gender research and insights to the financial sector.
What it takes to build a women’s centered customer value proposition in financial services.
Measuring success and strengthening alignment through targets.
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Building a successful women’s value proposition in financial services relies on the customer experience. Empower your distribution network and help your customer-facing teams access new insights to help them deliver an experience that creates a win/win/win scenario. Embed your value proposition across all customer experience channels by addressing topics such as:
Understanding gender differences in entrepreneurship and creation of wealth.
Why money is gendered.
The lens you see through - Recognizing bias and overcoming stereotypes.
Relationship strategies that drive referrals, increased product use and repeat business.
Moving from transactional to relational.
Connecting with women customers - Create a useful, intuitive and differentiated customer experience across multiple channels.
Excelling in selling to women.
Bringing the bank closer to women.
Why and when she walks.
Networking with women.
Deepening women’s usage of financial products and services.
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Women customers expect different things than men from their financial service providers. From customer experience, to innovations, proposition development and testing, and brand health and communications assessments, access deep data, insights, and expertise to include:
Qualitative research and concept testing: Programs that give you valuable feedback from women on the appeal of your potential new product, service, or sales environment.
Optimizing quantitative research design: Analyze your existing research designs to ensure your approach and language resonate with women today.
Quantitative research: Creation and execution of quantitative research programs.
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Learning how to effectively market to women is a key aspect to a successful women’s market program. Learn how to curate and execute on market strategies that truly drive your value proposition by addressing:
Meaningful strategies that connect, empower and inspire different segments of women customers across multiple customer touch points.
Auditing for stereotypes, biases in marketing campaigns and messaging.
How to build an authentic voice for your brand and unique differentiators.
Developing a marketing and communications strategy that goes beyond informing and publicizing.
Deepening customer engagement.
Focusing on solutions to crucial challenges women face.
Leveraging research and data to understand the market and increase opportunity.
Building a core value proposition across products and services, in full alignment with the needs and expectations of women customers.
Fostering meaningful diversity, equity, and inclusion strategies for better business outcomes.
Building a women’s market team and internal capabilities.
Bringing the core value proposition to life in brand.
Together we can break down barriers, power revenue, and unlock a more inclusive, sustainable economy.
Invite Shannon to help you identify and address critical
gender gaps in your enterprise processes.