SURVEY

Hyper-Personalization in Wealth Management

By taking advantage of real-time data and cutting-edge technologies such as AI, we can enhance the customer experience by personalizing solutions and services.
Are you leveraging Hyper-Personalization to increase the customer base and ensure your future growth?

Take the survey!
On completion you can download a document about our Hyper-Personalized Risk Profiler.

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  • STEP 2

STEP 01

1. Which definition of hyper-personalization fits better, in your view, in the wealth management context?

If OTHER, please specify:

2. Have you developed a hyper-personalization strategy?

3. What do you think a hyper-personalization strategy should achieve? (maximum 2 choices)

If OTHER, please specify:

4. In which touchpoints of the wealth management journey would you implement a hyper-personalized service? (maximum 2 choices)

if OTHER, please specify:

STEP 02

5. What kind of hyper-personalized application do you think is more effective?

if OTHER, please specify:

6. Do you leverage behavioral sciences and sentiment analysis to interpret clients’ risk profile?

7. Do you think hyper-personalization is more useful in:

If OTHER, please specify:

8. Do you enhance client experience through data-driven advice and reporting?

If YES, please specifiy