Unlock Your Access to "The Last Mile: Data Powered Wealth Management CX" Webinar Recording

This webinar featured a panel of industry experts who shared stories and perspectives to shape how you think about and manage data as a key component of your client experience.

After watching this webinar, you’ll have a deeper understanding of how data can shape  the quantity of your client experience and how you can leverage data to grow your firm and retain ore clients. 

Here are some key takeaways from this webinar:

  • Those Wealth Management firms that best understand their target client segments are the ones that will win the relationships. — Penny Phillips
  • Personalization and segmentation are the keys to success. Never use the “average” client for marketing because it’s too easy fro prospects to put their head in the sand by saying, “that’s not exactly like me!” — Heather Holmes
  • Investing in usability research before designing your client or advisor experience will deliver higher quality results that won’t require expensive overhauls later. — Sarah Rasmuss
  • Don’t relay on a single method of gathering feedback form clients. Integrating multiple communication channels that connect to key relationship points will generate more robust results. — Julie Littlechild

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