If you’ve been following this blog, you’re already familiar with “Generation D”—Millennials, Gen-Xers and Boomers who depend increasingly on digital interactions. This generation’s use of digital technology will have a growing impact on the relationships these clients have with their advisors—relationships that are being undermined by a lack of trust in the financial system.
To build lasting relationships and brand loyalty, wealth management firms must deliver superior client experiences—digital interactions are part of the overall client experience desired, there is more to it.
Join me in the coming weeks as l break down Accenture’s new three-step approach that can help firms improve client retention and retain their top advisors.
To learn more, download: Beyond Trust: Build lasting relationships and brand loyalty by delivering superior client experiences (PDF; opens in a new window).