Increasing competition and fading differentiation in offerings, coupled with growing client expectations, is forcing financial services firms to think differently about their overall client engagement strategy. Financial firms need a new approach to meet growing client expectations and engage clients over the long-term by building relationships at scale—an approach that Generations Federal Credit Union (GFCU), Charles Schwab, and Jupiter Asset Management have already adopted.
Download this ebook to learn:
- Why client expectations are changing
- How to adapt and thrive in this new environment
- How to gain buy-in across the organization and assess your readiness
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