Client experience is paramount in wealth management, yet many companies struggle to implement a meaningful communications strategy, and tailoring a personalised experience for each client can be a daunting task. This webinar will explore how evolving from communications to two-way conversations can improve the client experience, remove friction throughout the client journey, and promote deeper engagement. You will:
• Explore how channel preferences are changing and how to structure communications to cater to the wide range of client preferences
• Rethink wealth management communications as part of a broader two-way conversation with clients
• Identify and remove friction across the client experience and balance personalisation and scale in the digital age
• Learn how client reporting has evolved towards more digital, dynamic and interactive interactions
Field Chief Technology Officer
Neal is the field CTO at Smart Communications, focused on helping organizations reimagine and transform their customer experience. Neal has more than 25 years of experience helping businesses – especially those in insurance and financial services – to modernize their customer communication and business process tools to take advantage of digital innovation. Having worked with a range of clients, from small businesses to large enterprises, Neal has deep experience in strategic product planning, business development, industry solutions and analyst relations.