Communication Trends Shaping the Wealth Management Client Experience From Onboarding to Client Reporting 2021 | Business Review Webinars | 24 June 2021 | Webinar
Venue
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| Event Date |
Thu Jun 24 BST (4 months ago)
In your timezone (EDT): Thu Jun 24 9:00am - Thu Jun 24 12:00pm |
| Location | Webinar |
| Region | EMEA |
Details
Client experience is paramount in wealth management, yet many companies struggle to implement a meaningful communications strategy, and tailoring a personalised experience for each client can be a daunting task. This webinar will explore how evolving from communications to two-way conversations can improve the client experience, remove friction throughout the client journey, and promote deeper engagement. You will:
• Explore how channel preferences are changing and how to structure communications to cater to the wide range of client preferences
• Rethink wealth management communications as part of a broader two-way conversation with clients
• Identify and remove friction across the client experience and balance personalisation and scale in the digital age
• Learn how client reporting has evolved towards more digital, dynamic and interactive interactions
Key Learning Objectives:
• How to structure communications based on customer preferences
• How cloud enables your organisation to provide two-way, ultra-personalised customer conversations
• How to evolve client reporting towards a more interactive and digital experience
Speakers
2021 Speaker
PRESENTER:
Neal Keene,
Field Chief Technology Officer