3 Common Client Experience Mistakes Made by Financial Institutions
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
