Data Overview Report

Forrester Infographic: Understanding Today's Italian Investor

December 16th, 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 Italy.

Want to read the full report?

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.