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 ...

D’après Accenture, 83 % des consommateurs sont prêts à partager leurs données pour bénéficier d’une expérience personnalisée. Ils permettent ainsi aux marques de personnaliser les interactions et ...

If you have a diverse client base you should consider dividing your book into segments. Segmentation can help you to improve the efficiency of your practice, enhance client satisfaction and build a ...

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 ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

In today’s rapidly changing business landscape, accounting firms face the challenge of evolving to meet diverse client needs while maintaining a competitive edge. With this in mind, successful client ...

Discover how effective market segmentation identifies profitable customers and optimizes pricing, distribution, and product ...

La segmentation marketing du marché est le découpage du marché en sous-ensembles homogènes de consommateurs, selon un ou plusieurs critères géographiques,socio-économiques (âges, C.S.P., niveau de ...

En adaptant leur stratégie Supply Chain en fonction des segments de clients et des catégories de produits, les entreprises peuvent optimiser les coûts et augmenter leur rentabilité tout en atteignant ...

Understanding the segmentation in rural financial markets is of major importance for the identification of feasible relationships between clients and financial institutions. In this article we combine ...