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Acquiring new high net worth clients

The evolving opportunity for wealth
managers to find and attract more HNWI.

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As customer expectations continue to change, and the market moves further towards digitisation, wealth managers need to find ways to better understand their clients and identify and attract new high net worth individuals (HNWI).

So, what steps do you need to take to make your business fit for purpose in a digital world, while adopting customer-first practices, and identifying and capturing the HNWI you would like to attract?

In this whitepaper, we explore this and provide insight on:

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Understanding your consumers in the wealth management market
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Identifying HNWI and ultra-wealthy individuals, along with younger, emerging prospects across the UK
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Cross-selling once customers are acquired
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Use cases from two global wealth management firms that have achieved success and growth

 

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