Client Segmentation & Service Model
StrategicSegmenting wealth clients to deliver appropriate service levels and maximise relationship value.
The Pain
Service levels do not consistently match client value. High-value clients may receive insufficient attention while lower-value clients consume disproportionate resources.
What's Possible
AI can dynamically segment clients based on current and potential value. Service models align to segments.
Signals This Is Worth Exploring
Service levels do not align with client value
High-value clients sometimes receive poor service
Segmentation is static or based on simple rules
Resource allocation is not optimised
Impact
Better alignment of service to client value
Improved satisfaction among high-value clients
More efficient resource allocation
Earlier identification of emerging valuable clients
Typical Approach
Assess
Analyse current segmentation and service alignment.
Pilot
Apply dynamic segmentation to a client subset.
Scale
Extend across client base with service model integration.
What to Watch Out For
Segmentation changes can upset clients
Value prediction has uncertainty
All clients deserve baseline service
Advisors may resist segment constraints
Questions to Think About
Before we talk, you might want to consider:
How do you segment clients today?
How are service levels determined?
What defines client value?
How do you identify emerging valuable clients?
Build On This
Once the basics are working, you can expand:
Migration paths
Help clients move to higher segments
Service optimisation
Refine offerings by segment
Value creation
Increase client value over time
Want to explore if this fits your organization?
Book a 30-minute call to discuss your situation and whether this use case makes sense for you.
Book a 30 min call