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

Summary

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.

Table Of Contents

Overview

Solution Highlights

Challenge

Business Context

Results

About This Research

Presentation Deck

©2020 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.