The report seeks to provide insight into how the Wealth Management industry is developing new client experience strategies and to provide a perspective on drivers, models and improvement opportunities.
Who is it for?
CEOs, Heads of Strategy, Heads of Client Experience, Heads of Marketing
- Annual report
The scope can encompass the entire Wealth Management business or can be customized to isolate a view of the Private Banking or Brokerage divisions.
Why do it?
The program will help provide a common framework for senior management, advisers, marketing, branding, technology and operations in the drive towards a cohesive client experience strategy. Further, it helps to identify opportunities and best practices across Wealth business segments and regions, and to quantify and qualify the holistic client experience strategy, compared to peers.