Customer Segmentation Toolkit

Source
Consultative Group to Assist the Poor
Date of Publication
2018

Customer, or audience, segmentation allows organizations to divide a market into subsets of customers that have, or are perceived to have, common needs, interests, and priorities – then design and implement strategies targeted toward them.

This toolkit provides practical guidance on how to use segmentation to better serve the needs of your customers and improve customer experience overall. Despite increases in access, there are still poor households that don’t have access to a full range of financial services. Segmentation unlocks opportunities for innovation that can offer value to both customers and providers.

It is designed for:

  • Organizations with a strong interest in or a mandate to serve low-income and mass-market customers
  • Financial service providers with business challenges that may be addressed by a more nuanced understanding of their customers
  • A wide range of senior leadership, mid-level managers, researchers, and analysts interested in customer segmentation. It provides summaries, tools, links, and other details
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