Banking Strategies July 6, 2009
Strategies for Success in the Retirement Market
Gina Paglucia Morrison, Teresa Epperson, Ajay Nagarkatte and Dan Hough
Despite the volatile and uncertain marketplace facing financial services providers today, there remain clear avenues for growth and share gains. One such avenue is delivering against consumers’ retirement needs.
(click here for entire article)
Paybefore Magazine Spring 2009
Mobile Payments Debate: Will
You Be Ready?
Robert B. Hedges, Jr., Managing
Partner, Mercatus LLC
Mobile Financial Services have
received significant attention from banks, mobile carriers, technology
providers and investors. This attention is well-deserved, stemming from
the ubiquity of mobile phones and the increasing willingness of
consumers to use their phones for both text messaging and a wide variety
of mobile services.
(click here for entire article)
FRC Retirement Forum June 2008
Consumer Banking Association Consumer Deposit Conference, March 2008
Competing in the Retirement-Dominated Future
Paul McAdam, BAI Research and Robert B. Hedges, Jr., Mercatus LLC
Today, retirement is decisively the most pressing financial priority of mass affluent consumers. We examined mass affluent consumer behavior and decision-making across the retirement lifecycle.
(click here for entire presentation)
Metavante CEO Conference, February 2008
Addressing the Threats of Real Disintermediation
Robert B. Hedges, Jr., Managing Partner Mercatus LLC
Banking Disintermediation has traditionally mapped across three dimensions: product, channel and payments. Over time, product disintermediation has dramatically reshaped banks’ balance sheets. The payments disintermediation has also been real.
(click here for entire presentation)
Banking Strategies November/December 2007
Luring Money in Motion: How Banks Can Attract Retirement Assets by Paul McAdam, Ajay Nagarkatte, Robert B. Hedges Jr. and Teresa Epperson
Over the next decade, there will be no greater opportunity (and challenge) in retail financial services than retirement. The aging of America’s massive baby boomer generation, combined with the increased reliance on defined contribution plans and the decline of traditional pension plans and social security, will firmly position retirement as the most pressing financial priority of mass affluent customers. (more)
BAI Retail Delivery Conference, November 2007
Competing in the Retirement-Dominated Future: Requirements for Success
Paul McAdam, BAI Research and Robert B. Hedges, Jr., Mercatus LLC
Robert B. Hedges Jr., Managing Partner Mercatus LLC and Teresa Epperson, Partner Mercatus LLC
We examined Mass Affluent consumer behavior and decision-making across the retirement lifecycle.
(click here for entire presentation)
