Client Experience: WM UK Industry Findings

Some of the private banking industry’s most senior representatives debate the importance of understanding customer needs in the sector and the best ways to do so. Where is wealth shifting from and to? How will the needs of future clients change, both here and in emerging markets? And what role will analytics and big data play in understanding future client needs? The session will attempt to show how the industry could respond to these changes and how forms of segmentation can best deliver a personalised client experience?
 
Kirsten Burt has kindly agreed to make the presentation slides used at the Understanding the Needs of the Client event available to Forum Members.
To download the slides in PDF format, please click the download button above.