Data Overview Report

Win Over Delegators With Reliable Financial Advice

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

August 6th, 2019
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
August du Pont, null
August du Pont
With contributors:
Oliwia Berdak , Piers Conway , Sam Bartlett

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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