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

Logo
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
Related topics:

More from this channel

Upcoming talks (1)
On-demand talks (23)
Subscribers (2452)
The evolution of problem solving. For over 170 years, PwC has been helping clients like you solve the world's most important problems. Today, our products are designed, developed and supported to help you lead the next phase of your evolution. For more information, visit www.pwc.com/us/en/products.html