Every client interaction is a valuable and finite resource. Each touch point from the initial introduction, through the client take-on process and of course the ongoing service delivery must be optimized and harmonised to drive competitive advantage, client loyalty and trusted advisor status.
Today’s high net worth individuals expect their financial / wealth advisors to understand their personal needs and provide them with tailored products and solutions through their preferred channels. Rebase can help clients to design the desired client experience by mapping sales and channel management approaches that are current, global, omni-channel, digital, personal, transparent, collaborative and multi-generational.
