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For eBusiness & Channel Strategy Professionals

Win Over Delegators With Reliable Financial Advice

Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies

August 6, 2019


Why Read This Report

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. This report provides insight about how to win over delegators, who currently rely on financial advisors but will become ideal clients for digital advice as it matures.

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Table of Contents

  • Delegators Put Their Faith In Advisors
  • Serve Delegators Effectively By Enabling Advisors
  • Recommendations

  • Use Our Investor Segmentation To Guide Your Business Strategy
  • Supplemental Material
  • Related Research Documents

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