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

By |2016-10-20T21:23:46+00:00June 12th, 2014|Mass Affluent, Retail Banking, Wealth Management|Comments Off on 3 Common Client Experience Mistakes Made by Financial Institutions