 |
Date: Wednesday, November 4, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Editorial Webcast Sponsored by: Black Diamond The global pandemic has underlined the important need for advisors and firms to strengthen their client experience (CX) and improve their overall digital relationships with clients. To adopt these strategies, advisors should carefully consider the tools they use, including their client portal. The goal is to properly manage clients’ expectations for service, while improving engagement, simplifying clients’ financial lives, delivering the right information at the right time, and providing a strong sense of control and security Join this complimentary webcast for an overview of current tech trends, important CX terminology, and details on how advisors can improve their CX to incorporate innovations. Advisors will also:
|
