Client segmentation is the practice of categorizing clients based on attributes such as wealth level, life stage, needs, and potential value. While wealth management firms broadly recognize its utility, they must reckon with substantial organizational, operational, and technology challenges in implementing and maintaining segmented service models.
This report looks at trends in client segmentation within wealth management. It is based on a Datos Insights survey of 25 wealth management executives in the U.S. during January and February 2025.
Clients of Datos Insights’ Wealth Management service can download this report.
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