How to engage clients in a locked-down world with a digital concierge service
Who is this for?
Marketers focused on delivering better digital experiences for their firm’s clients and are looking to utilise digital to serve clients better and support their internal advisors.
Client relation teams: you are focused on onboarding and servicing clients. You are interested in understanding how digital can help support your efforts to understand clients ongoing needs.
During this session, we’ll explore the role that digital plays in building a digital concierge service to attract, retain and service clients in the digital age.
In this video we’ll explore:
How digital can better support clients in a lock-down world
How client experiences should be reimagined for the digital future
We’ll explore the role digital plays in delivering a personalised experience for each client
The role digital can play in managing client attraction and providing intelligence on clients ongoing needs