As your clients' preference for virtual, on-demand services continue to shift from in-person meetings to laptops and phones across the nation, so does the importance of providing an investor-centric digital client experience (CX).
Today's investors demand more than pre-pandemic, traditional modes of service. Finding a firm that suits them better is only a Google search away.
An article published by Investmentnews.com highlights 3 insights into upgrading your CX:
Read the full article here: https://www.investmentnews.com/its-time-to-radically-rethink-your-client-experience-213462
There is likely to be a big divide between RIAs that embrace a focus on CX and those that try to keep doing things the old way. For forward-thinking financial professionals, putting effort into improving your client experience could pay big dividends as other firms flounder to figure out the next steps.
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