When was the last time you reassessed your client experience?
Clients today want the most modern, most convenient, and most tailored digital experiences – and they want it right away
Forward-thinking companies have already begun deepening client relationships by offering collaborative and engaging client experiences to drive AUM and increase client retention rates.
In fact, by delivering an engaging client experience, CAPTRUST increased wealth management AUM by 45% while retaining 99% of clients.
Watch the webinar below to hear from Nick DeCenso, Manager of Wealth Solutions at CAPTRUST, on how his firm delivers a client experience to better meet expectations, retain business, and achieve better outcomes.