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For eBusiness & Channel Strategy Professionals

Segmenting US Investors, 2015

Forrester's Segmentation Combines Self-Directedness And Investable Assets

March 2, 2015

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  • By Bill Doyle
  • with Benjamin Ensor,
  • Colin Campbell,
  • Audrey Blumstein

Why Read This Report

The new power of consumers means that a focus on the customer now matters more than any other strategic imperative. Customer segmentation allows firms to systematically understand and serve their clients. Wealth management firms commonly segment their clients by investable assets. Our research reveals another dimension that reliably predicts many investor attitudes and behaviors: self-directedness. By combining these two variables, we get a segmentation that can help eBusiness and channel strategy professionals understand their prospects and serve their clients better.

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Table of Contents

  • Understanding Customers Is More Important Than Ever
  • How To Segment Today's Investors
  • Combine Assets And Self-Directedness For A Powerful Segmentation
  • How Firms Can Segment Their Clients

  • Smart Firms Address The Needs Of Key Segments Like Validators
  • Supplemental Material
  • Related Research Documents