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Attracting—and Keeping—Your High-Net-Worth Investors

June 8, 2023 @ 7:00 pm - 8:00 pm UTC+0

| Free

The importance of deepening your understanding of your customers cannot be overstated.

In this webinar, we’ll join PwC to dissect their recent survey findings on a specific customer subset — high-net-worth investors — and discuss key considerations for implementing data-driven targeted messaging, building stronger relationships and delivering on your potential and existing clients’ needs and expectations.

Topics include:

  • Why HNW investors are re-evaluating their financial relationships (46%)
  • Review necessary steps to protect your business
  • Understand best practices on turning customer data into smarter action

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