The key to client satisfaction and loyalty is to understand that one size does not always fit all.

While traditional, wallet-based segmentation approaches have historically been the norm in the wealth management industry, future long-term profitability will be driven by a firm’s ability to adapt its segmentation model to the evolving needs of its clients. However, today’s wealth management firms may not be equipped to meet each client’s various needs in a scalable manner.

This paper explores how having the right infrastructure in place can make employing a flexible segmentation strategy not only possible, but critical to improving profitability regardless of your clients’ net worth.

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