Celent Securities & Investments Event -- The Use of Customer Analytics to Retain and Grow Your Client Base

New York, New York
Thursday, October 24, 2013
Celent Securities & Investments Event -- The Use of Customer Analytics to Retain and Grow Your Client Base
Thursday, October 24, 2013 11:30 AM - 2:30 PM (Eastern Time)

Oliver Wyman
1166 Avenue of the Americas
28th Floor, Empire Conference Room
New York, New York 10036
United States

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Today, more and more financial services firms are using customer analytics to help increase revenues through better execution of marketing programs and to enhance client retention through improvements in customer service.

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.

Join Celent Research Director Isabella Fonseca and Senior Analyst Bill Fearnley, Jr. for this executive lunch roundtable to learn how financial services firms are using customer analytics effectively to improve the way they do business. We will examine the subject from multiple angles and engage attendees in open discussions to learn how some are successfully implementing customer analytics in financial services.

Some of the topics to be discussed will include:
  • Market drivers and trends
  • Why adopting customer analytics is important
  • The proliferation of digital channels available to enhance customer analytics
  • Driving revenue and improving the client service experience through customer analytics
  • Success stories in the US market
This exclusive invitation-only event is part of a series of targeted roundtables offered by Celent's Securities & Investments Practice. Capitalizing on Celent’s position as an observer and thought leader, these private, closed-door sessions provide a neutral and confidential environment to allow participants to engage openly. These sessions are limited to senior industry representatives from select organizations and are not open to the media. We will explore shared interests and develop crucial next steps on how the industry can move forward. You will come away with knowledge of the latest trends involving adoption of customer analytics amongst wealth managers, what is driving this market shift and how and why customer analytics can impact your business.


For more information or to register for the event, please contact Andrew Renzella at arenzella@celent.com or +1.617.262.3124.


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