SA Corona Virus Online Portal Logo
CLICK HERE FOR MORE INFORMATION

Secondary

Tag Archives | Client experience

face-to-face

Human Touch plays huge role in Financial Services future

Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors and relationship managers will continue to be in high demand, particularly those that can blend digital expertise with strong client understanding. “Technology […]

Continue Reading
Banner: Videosign – Horizontal

Reports

Elevating the Client Experience

We commented earlier on this white paper, published in the USA in September. Whilst it expands on “Leveraging Technology to Drive Profitability, Scale, and Growth”, there is certainly another aspect of great interest to those who are concerned about making a successful transition from commission to fees. The single most important aspect of converting successfully […]

Continue Reading