Financial Services
Customer Analytics, Marketing & Sales Excellence
Case Study Financial Services

Case Study

Customer segmentation and analytics for private wealth management

The SDI project focused on identifying and capturing high-value retail private banking customers to significantly increase client’s overall profitability

Client situation

Client looked for a more effective customer segmentation strategy in order to capture higher-value private banking customers as well as to better understand the exact cost-to-serve on a by customer basis and increase overall profitability

Project approach

SDI thoroughly conducted a needs-based customer segmentation and analyzed gaps covering the majority of attractive segments in order to lay out a foundation for the TO-BE design of the outbound sales processes


SDI successfully identified a large number of attractive segments to focus on as well as the least attractive sector for deprioritization. Furthermore, SDI provided clear recommendations on the redesign of sales process within the organization

Case Study Financial Services

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