Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge part of your clients’ lives. And there’s a good reason why.
Delightful customer service does more than just make us feel good. They reinforce our decision to work with certain businesses time and again. Here’s what you can learn from three brands that nail their client interactions.
How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.
In this live webinar, we explore the challenges that affect our industry today and show why the type of experience you offer clients matters more than ever before. Featuring feedback from eMoney users, insights from across industries, and research from leading market analysts.
When introducing eMoney to your clients, remember to emphasize that combining a second-to none digital wealth management experience with your expert guidance and strong relationship, better positions them for success. Here are just a few of the benefits to highlight.
In our industry, there has been an explosion of choice. Clients can trade online for free, leave their investments to grow in a digital advice platform, or work with a traditional advisor—and they can choose to do any of it with an ever-growing number of providers.
What role will technology will play in the future? We can only speculate. But by looking into the past, we may start to envision how technology will shape our business relationships in the future.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.