Data Overview Report

Forrester Infographic: Understanding Today's French Investor

Ryan Skinner
 and  five contributors
Nov 11, 2021

Summary

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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