Trends Report

Investment Firms Use Attitude-Based Segmentation To Win Over Italian Investors

November 15th, 2019


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-six percent of Italian 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.

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.