It’s Not Psychic, It’s Psychographic Segmentation


In an industry that is heavily reliant upon data & client relationships, are traditional methods of segmentation falling short? 

Being able to target an audience through their shared characteristics is great for marketing, but with psychographic measurements offering deeper and richer sets of data on clients and prospects alike, is the approach to segmentation in the sector due for a change? 

Our panel of experts will share their learnings on the benefits of psychographic segmentation, how to fit it into your marketing plan and why it could serve to deepen the connections between wealth managers and their clients.




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