Data Overview Report

Forrester Infographic: Understanding Today's French Investor

November 11th, 2021
With contributors:
Oliwia Berdak , Vijay Raghavan , Christiana Lano , Carine Lam , 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. As fintech startups flood the market with new, digital-first offerings, customer insights professionals need to understand how they can best serve the four primary investor segments in France.

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