Progress in profiling

To make things simple we put together a series of sales aids profiling our ‘most typical' customer segments and some others outlining our customer profile split for each product from our protection menu. We're also spending time with IFAs actively talking about segmentation to see how they might apply it to their own bank of customers. Customer segmentation is one of those fundamental marketing principles that spans pretty much every industry, product and service. In essence it is the science of ‘knowing your customer' and right now it has never been so pertinent to advisers. For comp...