UBS and the changing financial services customer: Seniors, women, and family influence

This event report describes the understanding UBS, the financial services company, has gained regarding changing consumer habits in the US and how this impacts on its products and marketing.

UBS and the changing financial services customer: Seniors, women, and family influence

Stephen WhitesideWarc

Financial services providers are not usually regarded as pioneers in the world of innovation. UBS, the Swiss bank with a history dating back to the 1850s, is attempting to alter this perception by developing a portfolio which meets the requirements of its customers at varying stages in their lives.

Emily Pachuta, the firm's executive director and head of client insights and experience, told delegates at The Market Research Event – a conference run by the Institute for International Research and held in Nashville in October...

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