As financial firms seek to expand distribution, enhance efficiency, reduce costs and improve performance, they must also focus on the client experience. From the initial point of contact to ongoing client servicing and reporting, all interactions matter – and your clients are taking note. Negative experiences could lead to lost revenue, but positive experiences could be the key to unlocking future revenue. To ensure your business is staying competitive, consider these five trends shaping the client experience today.
by Timothy W. Jager, Principal