Client Journey

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

2021-04-07T04:10:37+00:00

Look at any recent ‘Trends in Wealth Management’ white paper, and you’ll see personalization feature heavily. (We’re guilty too—our latest is Purposefully Personal: Crafting a High-Growth ESG Client Experience. It’s got my wheels turning about what a winning personalization strategy looks like for wealth managers. Based on many conversations with wealth [...]

Wealth Managers: Is Your Personalization Strategy a Competitive Speed Bump or a Moat?2021-04-07T04:10:37+00:00

3 Questions to Innovate Your Client Journey for Scarce Attention

2021-04-07T04:11:53+00:00

Attention! Attention! Treat it like your most precious asset, because it is. Any financial services firm re-engineering its advice experience or crafting a new client journey should pay close attention to the changing physics of attention. The price advertisers pay for a standardized amount of attention (a blend of [...]

3 Questions to Innovate Your Client Journey for Scarce Attention2021-04-07T04:11:53+00:00