Webinar: Customer Analytics in Wealth Management

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10 December 2013
Bill Fearnley


A recording of this webinar can be found here.

A solid customer analytics strategy involves the aggregation of data to provide a 360-degree view of customers and prospects. While most firms are using customer relationship management (CRM) tools to track and manage their customer and prospect interactions, an increasing number of them are looking to customer analytics to help leverage information about the past to help better predict the future and to improve the effectiveness of both marketing campaigns and customer service programs.

Celent Senior Analyst Bill Fearnley, Jr. describes in this webinar how financial services firms are using customer analytics effectively to improve the way they do business.

For more information about this event, please contact Andrew Renzella at +1.617.262.3124 or

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