In wealth management, client experience matters. Do it well and your clients will be more loyal – and more open to the new investment ideas that you present to them. And, of course, they will be more likely to refer you to others. But this cuts both ways – as when you neglect your client experience you neglect your clients, which will make them feel undervalued and make them more likely to switch to your competition. And you certainly won’t be getting many referrals. But what does good client experience actually mean in the digital age? What do you have to do to give your clients what they are looking for and make them feel valued? In this white paper, we’ll look at how digital techniques can help you redefine and improve your client experience. And our starting point is your website…
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