Trends Report

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

November 7th, 2019

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. Thirty-six percent — one of the highest proportions worldwide — of UK investors are self-directed, and investment firms must provide them with deep and extensive investment research tools. Combining investor segmentation with customer experience (CX) 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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