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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. This webinar highlights the four primary investor segments in the US and shares examples of how firms are using digital technologies now to better serve these segments.
Key takeaways:
Target audience level: beginner and intermediate
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Firms can use this investor segmentation to guide their digital business strategy for US wealth management clients.
Learn how to win over those in the delegator segment, who currently rely on financial advisors but will become ideal clients for digital advice as it matures.
Read this report to better understand the validator segment, which shows the most interest in new digital offerings and wants to preemptively discuss investment decisions.
This report provides insight about how to win over self-directed investors, who are the power users of research and trading tools.
This report provides insight on how to win over “disengaged” investors: those unable to afford financial advice but who can benefit from automated investing.
Accelerate innovation with deeper insights about why IoT security is important, when it will likely pay off, and how others are using it; we feature the latest expert insights, practical tips, and key steps you and your team can take with this rapidly evolving technology. IoT security can potentially safeguard connected devices, protect sensitive data, and ensure system integrity over a short- to mid-term horizon. Join this session to learn more about how this technology will mature and steps you can take to maximize your investment in it.Key takeaways: Learn about emerging threats in IoT environments.Understand best practices for securing IoT devices.Explore case studies on successful IoT security implementations.Target audience level: all levels
Accelerate innovation with deeper insights about why generative AI (genAI) for language is important, when it will likely pay off, and how others are using it; we feature the latest expert insights, practical tips, and key steps you and your team can take with this rapidly evolving technology. GenAI for language can potentially enhance content creation, automate translations, and improve communication processes over a short- to mid-term horizon. Join this session to learn more about how this technology will mature and steps you can take to maximize your investment in it.Key takeaways: Learn about the advancements in language-based AI.Understand its application in content creation and communication.Explore successful implementation examples.Target audience level: all levels
B2B revenue leaders are challenged with the conundrum of delivering crucial sales training to their team: Training both amplifies their reps’ competencies and yet draws precious time away from customer-facing activities. Often delivered at an inopportune time, leveraging unpopular modalities, and lacking adult learning best practices, sales training remains ineffective unless delivered as part of a comprehensive and permanent sales talent lifecycle management strategy. In this webinar, we highlight the “what, when, how, and who” behind optimal everboarding for your quota-bearing individual contributors.Key takeaways: Learn the best (and worst) learning modalities for your B2B sales reps.Understand how to time learning delivery so it's sticky.Discover how to engage your first-line sales managers to amplify ongoing sales learning and development.Target audience level: intermediate
B2B buyers have always been changing and adapting to evolving markets, technologies, and economic turmoil. Are sellers equally tuned in to the same elements? This webinar looks at these elements from the perspective of both buyers and sellers.Key takeaways: Learn how to identify and react to alarming negative sentiment expressed by B2B buyers, even after successfully making a purchase.Learn how to stop signaling that your sales team members are "coin-operated" with coach-like management techniques.Discover how to leverage generative AI capabilities for revenue enablement — that you're probably already paying for.Target audience level: intermediate
Generative AI (genAI) has distinct security-, efficiency-, and agility-boosting effects in customer identity and access management (IAM), anti-money laundering (AML), and fraud management. This webinar highlights how to use these capabilities.Key takeaways: Learn the uses of genAI in customer IAM.Discover the uses of genAI in fraud management and AML.Explore the risks of genAI and how to overcome them.Target audience level: intermediate and advanced
The results from our 2025 global survey into the state of customer feedback management and customer experience (CX) measurement programs are in! Join us for this webinar to discuss the results.Key takeaways: How CX leaders around the world manage customer feedback and measure CX.The key listening posts and metrics CX leaders and their organizations rely on.How CX leaders embed metrics and insights into their organizations.The technology CX leaders are using and how they’re leveraging generative AI.Target audience level: all levels