What are you doing to enhance client experience?
Intense competition has driven many industries to new heights. Since the financial crisis, a decline in revenue over average assets (RoA) has troubled many regions across the globe. With regulators implementing legislations to enhance transparency, as well as the introduction of FinTechs, wealth management firms must re-think their strategy to maintain competitiveness.
Furthermore, buying behaviour is changing. Unlike past investors, the new generation of millennials are vastly connected via the internet. Such connectivity allows them to conduct their own research and read reviews before committing. Thus, with such changes, how are you ensuring the best service for your clients, and become client centric?
At this year’s Digital integration in Wealth Management conference, you will have the chance to hear industry experts from J.P. Morgan, Zurich and many more, on ways to enhance the client experience. Take a look at the sessions below:
Presentation: Leveraging the Voice of the Client and Design Thinking to improve client-centricity
· Using client insight to create services from the client perspective
· Understanding which digital capabilities are required based on client demands
· Deciding on the digital capabilities needed to become client-centric
· How to set up client insights to drive your business decisions and client offering
Hilda Tingle, Head of Digital Engagement, Digital Wealth Management, J.P. Morgan
Roundtable: How to become truly client centric?
· What would a purely client centric service look like for your clients?
· What are the internal challenges blocking client centricity and how can you overcome them?
· What digital tools would help you achieve this?
Alistair Cuthbert, Head of Strategy Delivery, UK Wealth Management, Zurich
Don’t miss out on the latest industry trends, and the chance to network with leading wealth management professionals! Register for your place today with code: MK-ACWEB
· Event Website: http://www.arena-international.com/wealthmanagement/
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