Don’t leave them hanging on the telephone

For wealth managers, efficient client engagement requires more than just a call. Especially now, during the pandemic.

Before the pandemic, the investment advisory was mostly based on in-person relationships between advisors and their clients. 

And then, social distancing restrictions forced everyone to change that. Digital communication channels rose to prominence. Today, many analysts predict that the digital shift will mitigate the effects of the pandemic and improve operations in the long term. The question arises though, how to use this trend to improve cooperation between financial service providers and their clients?

When you think of improving digital channels, you just can’t overlook both client and employee experience. Clients move from awareness to engagement – and purchase – on a journey that covers a variety of…