Client engagement is important for helping you build strategies to best engage with your clients. These engagements are developed around the process of initiating engagement and maintaining clients. These stages are important and should reflect the differences between acquiring a new client and maintaining the existing client.
Digital tools help financial advisers create engagement experiences with clients that will lead to loyal customers, improved word of mouth promotion and increased revenue.
We would like to hear from you what you need your technology to do in order to deliver personalized ongoing services to your clients. The survey should take 10 minutes of your time.
When you have finished the survey we will let you compare your engagement technology needs against those of your colleagues.
We will share the survey results with you.