Get Personal: How to Customize the Client Experience with Investor Personas

Customization and personalization are now key to wealth management success—not only expected but demanded by clients from the advisors with whom they engage. While a consistent approach—and investment performance—were once enough to secure and retain clients, that is no longer the case. A more interactive and tailored model is now required—one that accommodates individual preferences, beliefs and habits and represents a shift in the traditional value proposition.


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