Data Overview Report

Win Over Validators With Investment Advice And Self-Service

Segmenting US Investors: Give Validators Research Tools And Advice To Ensure Their Success

August 6th, 2019
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 on how to win over validators, who show the most interest in new digital offerings and want to discuss their investment decisions before committing.

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