Client Segmentation

Client segmentation remains an important consideration for organisations across the financial services industry. As client needs, expectations and behaviours continue to diversify, organisations are challenged to better understand who they serve and how services are delivered across different client groups.

Approaches to segmentation vary widely and may be shaped by factors such as service models, risk profiles, regulatory obligations and organisational strategy. Developing meaningful and practical ways to segment clients can support clearer decision-making, more consistent service delivery and long-term sustainability.

In the August edition of INPractice Online, The Inside Network will explore contemporary perspectives on client segmentation within financial services. The session will provide a space to consider how organisations approach segmentation and how it can support effective, well-governed service models.

This session will cover:

• Key considerations influencing client segmentation in financial services.

• How organisations think about grouping clients and aligning service approaches.

• The role of segmentation in supporting consistency, efficiency and sustainability.

This session is designed for professionals across financial services with an interest in client strategy, service models and organisational planning.