Leveraging Technology to Improve Client Engagement
Strong client engagement is at the heart of a healthy RIA business. Sustaining and improving this engagement is critical to a firm’s vitality and its bottom line, but building and nurturing solid client relationships is no small task.
It requires communication, trust and the ability to provide added value to clients’ financial lives. Traditionally, client relationship building and interactions have involved in-person meetings, phone calls and mailed reports. Today, the wealth management industry is transforming.