Delivering a great client-centric experience will increase the number of referrals that you get, expand your current client relationships, and increase client retention. To learn about a few best practices for leading a distinguished, client experience, watch the video below.


3 Common Client Experience Mistakes Made by Financial Institutions

1.    Focusing on a client tiering approach
2.    Overlooking the importance of the sales experience
3.    Not having a formal service recovery process