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Keyword: Client segmentation

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Segmenting your clients by revenue rather than assets can provide valuable insights

old way, new way

No matter where you are in your career, compliance requirements are a must

doctor clients

Four years after Scotiabank acquired MD Financial, banks and indies still compete for physicians

Blueberry-topped cake

Focus on a target market and meet your regulatory obligations

businesswoman thinking

Segmenting your book can help you serve clients better

Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their top customers

How client segmentation can destroy your brand

Jim Ruta cautions that segmenting clients can harm your reputation and your brand

  • By: Jim Ruta
  • September 26, 2017 October 30, 2019
  • 14:25
Segment your clients based on demographics

Focusing on a particular group helps you manage resources more efficiently

Although the strategy behind client segmentation is unlikely to change, technology undoubtedly will affect the way clients are served. Improving service to those clients in lower tiers will not be difficult, says April-Lynn Levitt, coach with The Personal Coach in Oakville, Ont., because there is much room for improvement: “A lot of those clients aren’t […]

As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the same