The Wealth Management Client Experience: Cross-Channel Improvements Needed

How do you meet and potentially exceed client expectations that are constantly being shaped by the evolution of social and digital communications? Clients seek a personalized experience from a firm who knows them well and provides proactive service when, where and how they choose, seamlessly across channels.

In this whitepaper, Aite Group's Senior Analyst, Sophie Schmitt and Pegasystems’ Industry Principal for Financial Markets, Tony Young, explore the ways that wealth management firms can build client loyalty. While advisors seek relief from the administrative burden in order to improve productivity, they must deliver a superior client experience that delights their customers.