Gartner Research

Case Study: Improved HNW Next-Generation Client Acquisition and Service (FutureBloom Wealth Management*)

Published: 16 June 2020

ID: G00725311

Analyst(s): Financial Services Business Leader Research Team


FutureBloom Wealth Management acquires next-generation clients through segmented, targeted marketing and then deploys its younger advisors to serve these clients. Wealth management leaders can reference this case when building a strategy for next-generation client acquisition and service.

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