Webinar: Customer Analytics in Wealth Management

by Bill Fearnley, Jr, December 10, 2013
Industry Trends


A recording of this webinar can be found here.

A solid customer analytics strategy involves the aggregation of data to provide a 360-degree view of customers and prospects. While most firms are using customer relationship management (CRM) tools to track and manage their customer and prospect interactions, an increasing number of them are looking to customer analytics to help leverage information about the past to help better predict the future and to improve the effectiveness of both marketing campaigns and customer service programs.

Celent Senior Analyst Bill Fearnley, Jr. describes in this webinar how financial services firms are using customer analytics effectively to improve the way they do business.

For more information about this event, please contact Andrew Renzella at +1.617.262.3124 or arenzella@celent.com.

Celent is a research and advisory firm dedicated to helping financial institutions formulate comprehensive business and technology strategies. Celent publishes reports identifying trends and best practices in financial services technology and conducts consulting engagements for financial institutions looking to use technology to enhance existing business processes or launch new business strategies. With a team of internationally based analysts, Celent is uniquely positioned to offer strategic advice and market insights on a global basis. Celent is a member of the Oliver Wyman Group, which is a wholly-owned operating unit of Marsh & McLennan Companies [NYSE: MMC].

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