Join us on Nov 07! - Discover survey insights on client segmentation's impact and success factors.
| | | Delivering on the Potential of Client Segmentation |
|
|
|
| | DATE:
Tuesday
November 07, 2023 |
|
| | TIME:
2:00 PM ET
11:00 AM PT |
|
|
|
|
As organic growth through enhanced marketing and more effective client retention becomes a priority for wealth management firms, client segmentation is becoming an area of increasing importance. To find out about advisors’ and managers’ attitudes toward and experience with client segmentation, Wealth Management IQ in partnership with BNY Mellon | Pershing recently conducted an in-depth survey of advisors.
This webinar will present the highlights of the latest research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about segmenting clients and prospects.
Specifically, the webinar will cover:
The key benefits of implementing client segmentation Segmenting clients: Why is it so challenging? Five key segmentation parameters How technology is used in segmentation efforts Does segmentation really work? |
|
|
|
| | | David Armstrong - Moderator Executive Content Director Wealth Management | Informa Connect |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | Janet Kelly Director BNY Mellon | Pershing |
|
|
|
| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
|
|
|
|
