Summary
Investment firms must go beyond asset-based segmentations to understand investor preferences, decide whether to launch robo-advice, and prioritize digital investments.
Attitude-based segmentation enables wealth management firms to understand how best to serve the four primary invest segments: delegators, validators, self-directed, and disengaged.
Fifty-three percent of French investors are validators, who need advanced research and communication tools.
Combining investor segmentation with customer experience data will enable investment management firms to identify the key drivers of a great CX for each of their investor segments and prioritize improvements.
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