E-book: 6 Ways Wealth Managers Can Convert Interactions Into Trusted Client Relationships
- June 23, 2021
- 1 min. read
“While most providers sell on the basis of technical competence, most buyers buy on the basis of emotion” says David H. Maister, author of The Trusted Advisor.
In any relationship – personal and professional – an emotional bond is built on trust.
How can wealth managers leverage intelligent technology to help them build trust and forge long-lasting relationships with clients?
In this e-book we examine six ways you can transform functional client interactions into trusted client relationships:
- Eliminate data duplication
- Leverage data to drive relevance
- Build trust through transparency
- Manage compliance more effectively
- Free time to deliver value-added client service
- Be considerate and compassionate
Download this eBook to understand six ways you can transform functional client interactions into trusted client relationships that will stand the test of time.
via the form below
Share
READ OUR INSIGHTS
6 April 2023
eBook : Comment le Service Hybride peut Transformer votre Société de Gestion de Patrimoine
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
3 min. read
24 January 2023
eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
Ebook: The 7 Deadly Myths of Client Lifecycle Management
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
