Segmentation in Financial Services

Published: September 2012
No. of Pages: 96


This report addresses the following key points:

  • The customer segmentation phenomenon explained
  • Trends among emerging and developed markets
  • Customer segmentation in retail banking is defined
  • Importance of customer segmentation in the financial services industry is explained
  • Customer segmentation case studies

Executive summary

At the heart of any customer relationship management (CRM) program is the effective segmentation and profiling of customers, allowing institutions to serve increasingly finer segments more profitably. Segmentation seeks to differentiate between different value groupings, in order to establish the most significant features that describe the user of a particular product, and to identify which of those are characteristic of a particular customer group. This report assesses the rapid wins available to both senior strategic staff and those at regional and branch level, looking to attract and retain retail customers by accurately profiling potential customers. It covers both individual retail clients and corporations.


This report will allow you:

  • To assess the new opportunities for business development based on marketing segmentation
  • To understand the major challenges faced by the financial services industry in segmentation
  • To analyze the impact of segmentation in customer service and business development
  • Understand the practices followed by various global financial institutions

Key highlights

  • The CRM process of financial institutions is adopting new ways for gaining HNWI customers.
  • Effective segmentation and profiling of customers is allowing institutions to serve increasingly finer segments more profitably.
  • Most of the retail banks manage the wealth market in pyramidal fashion, with the affluent segment at the bottom and UHNWI or family offices at the top.
  • The financial services industry is shifting from traditional relationship management to a customer segmentation approach.

Reasons to buy

  • Provides detailed analysis on segmentation in the financial services industry
  • There is a special emphasis on the various approaches of global financial firms with regards to marketing segmentation
  • The report also focuses on providing better solutions through segmentation for effective customer service
  • Provides in-depth analysis of the key issues in segmentation in financial services

Published By: Timetric
Product Code: Timetric346

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