Four Ways Successful Wealth Management Firms Create a Superior Client Experience [Free eBook]
“Every single client wants to be understood and serviced in a customized fashion...”
- April Rudin. “2018 Outlook for US Wealth Management: ‘The Year of the Client.’”
Here’s what you will learn in this ebook:
- What are the digital preferences of high-net-worth individuals and why financial advisors should care.
- How successful Wealth Management firms are creating an on-demand experience for client meetings, with smart scheduling.
- How technology can enable Wealth Management firms to reduce risk and increase compliance.
- How a unified and accessible 360-degree view of every client enables successful firms to deliver a superior experience.
You will also learn:
- How a top 20 asset management firm eliminated issues with data quality and Salesforce sync performance, helping advisors work faster.
- How an 800-client wealth management firm created a better client experience, booked more appointments, and solved key data quality issues.
