Report

Segmenting US Investors, 2015

Forrester's Segmentation Combines Self-Directedness And Investable Assets
March 2nd, 2015
With Contributors:
Benjamin Ensor
Colin Campbell
and Audrey Blumstein

Summary

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 cli

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