Client Journey Archives - Capital Preferences Ltd

Foundations: Decision Consistency and Economic Rationality
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Foundations: Decision Consistency and Economic Rationality

Foundations: Decision Consistency and Economic Rationality

Stephen Striegel2021-11-19T17:59:22+00:00

Protect Vulnerable Clients From Bad Decisions And Your Firm From Regulatory Risk.

Foundations: Decision Consistency and Economic RationalityStephen Striegel2021-11-19T17:59:22+00:00

Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?
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Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?

Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?

Patrick Spenner2021-09-13T15:39:09+00:00

A personalization strategy is only as good as the data that underpins it. Wealth managers are moving beyond “found” data to create their own unique client data.

Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?Patrick Spenner2021-09-13T15:39:09+00:00

Want to Impress Clients? You Have 90-Seconds
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Want to Impress Clients? You Have 90-Seconds

Want to Impress Clients? You Have 90-Seconds

Patrick Spenner2021-08-31T20:34:24+00:00

Attention spans are shrinking. Is your client journey optimized to engage clients in shorter intervals?

Want to Impress Clients? You Have 90-SecondsPatrick Spenner2021-08-31T20:34:24+00:00