Financial Services Industry Target Markets:
Focusing One's Strategy on Broad Target Markets

Recently Released!!!
Date Published: April 27, 2015
Summary Power Point Deck: 62 Slides
Reference Power Point Deck: 188 Slides

The purpose of this research is to provide readers with an initial understanding of the wide range of potential financial services industry target markets strategies, including those based on age, consumer wealth, consumer income, & geographical segments. The research offers a historical analysis of target marketing, followed by details about age, consumer wealth, consumer income, & geographical segments, and future predictions for financial services industry target marketing.

This research starts with a context setting chapter which outlines the benefits of target marketing.

This research addresses the three historical phases of financial services industry target markets, including: 

  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines several distinct target marketing variables, including:

    • Age
      • World War 2
      • Baby Boomers
      • Generation X
      • Generation Y
    • Consumer Wealth
      • Investable Assets
      • Financial Assets
      • Household Assets
      • Net Worth
    • Consumer Income
      • Consumer Income
      • Consumer Household Income
    • Geography

This research concludes with three predictions for the future of financial services target markets, including: 

  • Increased Competition to Create Need for More Productive Marketing Approaches for New Clients
  • Firms Utilizing Target Marketing to be Most Successful
  • Gen X&Y to Become Core Target Markets
  • Moderately Affluent May Provide the Best Opportunities
  • Southeast & West to Afford Best Opportunities

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Coming Soon
Coming Soon
Coming Soon

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.