Attracting — and keeping — your high-net-worth investors

Presented by

Greta Lovenheim, Partner – Customer Data & Analytics, PwC; Evan Siegal, Partner – Asset & Wealth Management, PwC

About this talk

The importance of deepening your understanding of your customers cannot be overstated. In this webinar, PwC dissects 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
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