Understand Affluent and HNWIs Financial Needs and Behaviour


Leveraging the capabilities and experience of the Agility Team, we have delivered over 5,000 successful client engagements across 35 markets and various verticals.

We can help you gain a foundational understanding of affluent, HNW and UHNW individual financial needs and behavior, in key global markets, to inform product and marketing strategies for banks, wealth management firms, insurance and asset management firms targeting these coveted segments.

Agility, among the top financial services market research companies, offers a suite of financial services market research solutions and approaches developed through working for many years with some of the top financial services brands:

  • Financial services market research, survey and quantitative studies using the latest methodologies to maximize insights and data accuracy
  • Focus groups and in-depth interviews to better understand motivations and behavior
  • Product development and concept testing insights
  • Co-ideation with target segments
  • Test brand and advertisement communication ideas
  • Go-to-market hypothesis validation
  • Consumers’ brand association within and outside category
  • Evaluate CRM and loyalty program effectiveness in building long-term customer retention
  • Data mining and analysis of client’s internal customer data and integration with newly acquired data and insights

Case Study - How to Reach Affluent Prospects?


Our client, one of the top global bank and insurance companies, sought to develop and execute a unique positioning strategy in the Affluent space, an area where it was not well-known for prior to that.


Due to our extensive experience in helping banks and insurances with consulting and market research services, we helped our client develop new products and solutions to acquire Affluent customers and gain market share among this niche segment through a mix of qualitative research, quantitative approaches, co-creation and action planning workshops.


The client achieved a multi-million dollar increase in top-line revenues for the financial year post execution in 6 Asian markets.

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A unique community of affluent and HNWIs consumers - LuxeTalk™

Agility work with our own proprietary community of affluent and HNWI individuals. LuxeTalk™ is an exclusive, closed-door insights community of individuals interested in sharing their thoughts on wealth and luxury in exchange for cash, rewards, or contributions to their favorite charity.

Get in touch

Our team of analysts is ready to help with any customer and market data and insights needs.

Get in touch now for a confidential discussion.