As the past year has shown, successfully marketing wealth management requires changing with the larger business environment.
Browsing: Customer communications
Customers and the teams servicing them must have the ability to respond quickly with the right information.
Banks that speak about their performance showing up for the country in a moment of need are connecting to new customers and building brand.
In a significant win for bank customers, the Supreme Court today confirmed that customers can receive important communications from their banks and other companies with whom they do business.
Use text when it can be one-to-one and provide relevant, personal information. Otherwise, just say no.
Clients like easy and clear choices, so lead with benefit and value.
Adopting a strategic approach with your servicing communications can build more resilient customer relationships.
Streamlining the process of managing disclosures will make it easier to stay compliant and reduce costs and timelines significantly, all while improving customer experience.
When loan officers use social media to educate, clear up confusion and offer guidance, they can be a source for good in difficult times while also building trust and closing more deals.
The ongoing digital shift in banking will provide more opportunities to unlock better customer experiences.