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Wealth Management
Client Segmentation and Profitability Analysis
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Inability to segment clients by profitability, service needs, or growth potential, preventing strategic resource allocation and targeted service models.
Solution
Build client segmentation models in Salesforce using AUM, revenue, service costs, and behavioral data to categorize clients and automate tiered service delivery.
Key Outcomes
- Data-driven client segmentation framework
- Automated tiered service model assignment
- 45% improvement in service efficiency
- Enhanced focus on high-value relationships
Tags
segmentationprofitabilitywealth-managementanalyticsservice-model
Implementation Timeline
6-10 weeks
Medium Complexity