The importance of deepening your understanding of your customers cannot be overstated.
In this webinar, we’ll join PwC to dissect their recent survey findings on a specific customer subset — high-net-worth investors — and discuss key considerations for implementing data-driven targeted messaging, building stronger relationships and delivering on your potential and existing clients’ needs and expectations.
Topics include:
- Why HNW investors are re-evaluating their financial relationships (46%)
- Review necessary steps to protect your business
- Understand best practices on turning customer data into smarter action