SS&C Blog

BLOGS. September 18, 2023

You’ve Segmented Your Advisors – Now What?

Segmentation has long been a key piece of classifying financial advisors and determining the treatment and coverage of a firm’s existing and potential clients. In recent years, approaches to segmentation have become much more nuanced due to the increased availability and functionality of data, as well as the widened scope of advisor operations and sophistication. This was accelerated by the COVID-19 lockdown when sales teams had to make higher use of data in order to gain insights into advisor behavior during a time when they couldn’t interact in person.