LONDON--(BUSINESS WIRE)--Quantzig, a global analytics solutions provider, has announced the completion of their latest customer segmentation study on the banking industry. A leading banking sector ...

LONDON--(BUSINESS WIRE)--The telecom industry continues to grow at a steady pace. However, many telecom companies are struggling to make the most of these opportunities. Our industry experts analyzed ...

This may make perfect business sense, but that doesn't mean advisers should throw common sense out the window. Clients don't want to be segmented, and they want to feel like they're being taken care ...

“Client segmentation can be a real win-win approach, helping firms provide different types of clients with the right balance of services, while better aligning service levels to drive profitability ...

Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to going about ...

Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial-advice industry ...

Segmenting client service packages has resulted in clients becoming more engaged in the advice process, according to Zurich Financial Services’ national sales manager of investments, Kristine Wade.

Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...

Intensive Program Includes One-on-One Consultations, Group Workshops, and New Schwab Tool for Modeling Client Profitability SAN FRANCISCO--(BUSINESS WIRE)-- Schwab Advisor Services, a leading provider ...

Target audiences are strategically identified groups of customers who are interested in a particular product or service. They are the foundation on which every business is based. Research and ...