Podcast: Technology to support client engagement
Theo recently took part in a podcast on technology and client engagement in Wealth Management. Here are his notes
You are not still sending out PDFs... are you?
The best way to look irrelevant is to send out investment reports only in PDF.
Scaling up - but not dumbing down
Increasing advisor productivity while not compromising on service standards is an increasingly achievable goal. In fact, new sources of client insight can make their experience exponentially better even as firms scale up.
A looming communications crisis
The last financial crisis highlighted just how important proactive client communications are in troubled times. Tolerance for unresponsiveness was low then and will be even more so now.
Marketers are putting conversions at the heart of their CMS
Discover how implementation specialist GrowCreate is supporting today’s CMOs
Supporting personalised customer experiences
How delivering personalised content is key to successful customer engagement and why your choice in CMS is so critical