Four steps to successful client segmentation
Crafting and implementing your customized segmentation strategy.
- 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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Client Insight Tool
Go beyond traditional client segmentation to understand where your revenue is coming from with our tailored insights.
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Practice Management
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Fidelity Portfolio Quick Check®
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1. Fidelity’s Client Insight Tool