Optimizing the wealth consumer engagement journey
In this series, we will explore how wealth managers can improve client experiences and develop lasting relationships
Our bold vision for wealth management focuses on modernizing and digitally transforming the end-to-end value chain to drastically improve performance, scale, and the ability to serve clients more effectively. This journey begins with understanding changes in a client’s needs and equipping the organization—which, in turn, equips the advisor—with the tools to meet them.
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Wealth Consumer Journey
1. Entice
What the client needs?
Help me
understand my options for building my wealth
What the advisor needs?
Enable me
access rich insights and help me feel confident so I am
show new clients that I’m relevant
2. Buy
What the client needs?
Show me
why I should trust you and prove you can give me a seamless
experience
What the advisor needs?
Equip me
with tools to create a seamless client experience
3. Serve
What the client needs?
Provide
me with customized advice when I need it and make me feel
like you care
What the advisor needs?
Help me
feel smart, professional, and supported so that I excel at
engaging and serving my clients
4. Engage
What the client needs?
Engage me
with meaningful recommendations that evolve as my needs
change and grow
What the advisor needs?
Empower
me to grow my business, build relationships, and enable my
learning journey
1. Entice
2. Buy
3. Serve
4. Engage
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