Sponsored by Agreement Express
Today's investors expect to interact with advisors remotely, open accounts quickly using smartphones and for account information to be accurate and up to date. The right technology can help your firm design a unique client experience that sets you apart and drives true engagement throughout the client lifecycle.
So why are some many wealth management firms hesitant to start a client experience initiative? Find out in the latest ebook from Agreement Express for a more in-depth look at designing a digital customer experience - including:
- Clients’ top factors for client service experience
- How a digital client experience can propel growth
- Checklist to get started
Download the ebook below to learn more about digital trends that can improve client experience.