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


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

Want to read the full report?

This report is available for individual purchase ($1495).

Customers are the new market-makers, reshaping industries and changing how businesses compete and win. Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer. Contact us to learn more.