Perspective

Four steps to successful client segmentation

Crafting and implementing your customized segmentation strategy.

Key Takeaways

A successful client segmentation strategy can help your business and your clients thrive. Yet Fidelity data shows that only 37% of firms segment their clients.¹
What’s more, those that do aren’t realizing the full benefits of segmentation for their businesses or their clients.
At its core, a successful segmentation strategy can improve your client experience, resource allocation, pricing discipline, and understanding of your overall business.

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Four steps to successful client segmentation

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1. Fidelity’s Client Insight Tool

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