Context A provincial financial services firm expanding through acquisition has found a new clientele in its possession but lacks the advisors who previously managed it. Challenge Over the years, managers have noticed a high attrition rate among newly acquired customers. The new advisors assigned to these clients were often not the best match in terms of compatibility, making it more difficult to maintain the trust-based relationships that had been established. Innovation Indicia conducted a customized segmentation of the firm’s current clients to identify the different client profiles that advisors interact with daily. Several socio-demographic characteristics were considered, including age, income, education level, ethnicity, marital status, and household size. Using this segmentation, Indicia was able to profile current clients and identify the specialties of each advisor—that is, the type of clientele with whom they have the greatest affinity. Now, each new customer is assigned a specific profile, predicted based on factors such as address, age, and their current portfolio. This approach has made it possible to match the right clients with the most suitable advisors, maximizing the chances of fostering a strong, trusting relationship. Results This new method of pairing clients with advisors resulted in a retention rate of 87% after two years, up from the initial 61%.