More granular customer segmentation and value proposition
Clients need to be at the heart of the offering, with banks and wealth managers making personalized recommendations based on the needs of specific segments. Even within a seemingly homogeneous group (such as affluent and mass-affluent investors), a great deal of variation exists in investing experience, willingness to make one’s own investment decisions, desire for advice or planning services, attitude toward risk, preference for digital versus face-to-face engagement, and many other variable...
More granular customer segmentation and value proposition
Clients need to be at the heart of the offering, with banks and wealth managers making personalized recommendations based on the needs of specific segments. Even within a seemingly homogeneous group (such as affluent and mass-affluent investors), a great deal of variation exists in investing experience, willingness to make one’s own investment decisions, desire for advice or planning services, attitude toward risk, preference for digital versus face-to-face engagement, and many other variable...
