Insights into Financial and Wealth Management Audiences
Integrate the customer labels of our panel and financial enterprises, precisely sample according to highly-matching labels and collect their responses, use cluster analysis to create your target audience profile and segmentation.
High net worth clients
Wealthy old men
Senior executives
Housewives
Small & micro customers
Promising youth
Business elites
New families……
Research Output
High net worth clients
Diversified asset allocation: wealth management, fund, gold, insurance & bond holdings higher than the average
Pursue ultra efficient, convenient and personalized services
Wealthy old men
High proportion of wealth management & bond holdings
Prefer convenient and supportive banking services, require care and assistance of financial advisors
Senior executives
Prefer funds and stocks, enjoy high risks and high returns
With strong purpose in mind, expect you to efficiently reach his/her goal
Housewives
High demand and dependence on trustworthy consultants for decision making
Weak in financial knowledge and strong anti-fraud attitude
Small & micro customers
Prefer currency deposit
Prefer stocks, enjoy high risks and high returns
Need one-stop solution for both corporate and private businesses, with extremely high requirements for fund liquidity
Promising youth
High proportion of current deposits, low awareness of financial management
High acceptance of overstep consumption
Business elites
Prefer wealth management and funds
Financial experts who enjoy independent decision-making
Prefer convenient payment method by high-tech
New families
Prefer low-risk financial products
Credit and wealth management based on long-term planning of household expenses
Research on Credit Card Consumption Behavior
Screen various credit card consumer groups for precise recruitment, understand their needs through qualitative and quantitative surveys
Qualifications
Basics
City
Beijing, Shanghai, Shenzhen
Age
25-30/31-40/41-50/50+
Occupation
Covering traditional industry/financial industry/internet or service industry
Family structure
Covering single/couple/one child/two children families
Mobile
system Android, IOS
Others
strong communication and cooperation skills
Number of benefits used
Each user has used 》3 benefits
Category of used benefits
Business travel, shopping, etc
Usage frequency
≥ 1 per quarter
Card Using Motivations Among Users of Different Brands
Reach Rate Matrix of Non interest free scenes
Your Ideal Data Service Partner