Client experience is paramount in wealth management, yet many companies struggle to implement a meaningful communications strategy, and tailoring a personalized 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.
Specifically, you'll learn about five emerging trends:
· How to identify and remove friction across the client experience
· How clients' channel preferences are changing and how to structure communications to cater to the wide range of preferences
· How to rethink wealth management communications as part of a broader two-way conversation with clients
· How to balance personalization and scale in the digital age
· How integrating disparate CX systems can lead to a deeper understanding of your clients
Presented by
Chris Murphy,
Senior Director, Product Marketing
Chris Murphy is Senior Director of Product Marketing at Smart Communications™, a customer communication management platform specializing in helping enterprises - many in the world’s most highly regulated industries - to deliver smarter conversations across the entire customer lifecycle. Chris is currently responsible for the go-to-market strategy for its flagship product SmartCOMM™. A frequent speaker at customer and industry events, Chris has held various positions at leading organizations including SalesLoft, IBM, and Silverpop.
Sergel Woldemichael,
Wealth Management Analyst
