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As natural progress by enhanced advertising and marketing and simpler consumer retention turns into a precedence for wealth administration companies, consumer segmentation has assumed higher significance. Wealth Administration IQ and BNY Mellon | Pershing lately carried out an in-depth survey to find advisors’ and managers’ attitudes towards and expertise with consumer segmentation.
This report presents the highlights of the analysis:
- Emphasizing the significance of segmentation for personalised monetary companies
- Explores challenges comparable to figuring out splendid segments and using assets successfully
- Know-how’s essential function and the methods drive segmentation efforts
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