In recent times our firm has been taking a proactive stance in helping Financial Services and Insurance Firms all over the world transform to be more client centered using a human behavior matching methodology. To become client centered at the core, the client’s interests must be put first in the building and deployment of all […]
Is your business gathering data to build a persona model of its ideal clients based on demographic data? There is an increasing trend towards businesses creating persona model client categories based on insights into the known income and spending patterns of people along with their job positions, ages, education, home suburb and other public information. […]
In working with financial services firms (including banks and insurance companies) all over the world I have found many are at different stages of searching for the right path to become more client centered. On this journey to the next level they all have the primary challenges of growing their revenues and managing the ever […]
Over the last 10 years there has been an increasing emphasis on investor education. Much of the investor education has been more technical in nature about asset classes, products, markets and also the need to manage emotions. However, the Dalbar research results (refer to the article Investor Education is Futile ? Totally Discredited at http://www.thinkadvisor.com/2014/04/07/investor-education-is-futile-totally-discredited-d) […]
