In the competitive wealth and investments marketplace, it takes more than financial results to attract and retain clients. Research shows that investors are almost twice as likely to leave their advisor because of poor customer experience than long-term portfolio losses. Gartner estimates that more than 50% of organisations implemented significant business model changes in their efforts to improve customer experience in 2018, and experience is predicted to overtake price and product as the key sales differentiator by the year 2020.

Join us for a 20-minute that provides an overview of how technology can be used to provide enhanced customer experiences that don’t just attract the right leads from first touch point but retain them as loyal customers too.

In this webinar we will take you through:

  • How a technology enabled client journey enhances the valued relationship between client and advisor, accelerating sales, experience, conversion and retention
  • How to transform, compete and differentiate with current and emerging Microsoft Technologies
  • How to get started within your own organisation and encourage user adoption

Dates and Times Available: Friday 26th October at 11am or Thursday 8th November at 2pm

Format: 20-minute presentation followed by 10 minute interactive Q&A

Sign up for the webinar today>

Webinar Date: Friday 26th October 2018 or Thursday 8th November

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