Product-Led Growth for Wealth Management

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30 September 2022

A primer on data-driven-decision-making PLG backed by product analytics


Experiencing product value before purchase drives growth—Product-Led Growth:PLG

•This is a primer for those who are not so familiar with Product-Led Growh (PLG) nor Product Analytics.

•Like trying hardware before you buy, product-led growth (PLG) through trials is essential for success.

• Product-led growth works for the self-directed platforms and robo-advisory services where the mass and mass affluent manage wealth; as digital natives, they prefer the PLG model.

Product analytics enables a better, highly personalized customer experience

• Product analytics has changed how product management teams offer their products.

• They used to rely on speculation and guesswork to understand the customer’s actions, thoughts, and annoyances.