Business and Professional Services
Identifying best practices in relationship management to be adopted by wealth advisors
18 Mar 2020
  • Client Description: Client is a leading player in the wealth management space across affluent and HNI segments 
  • Opportunity: Client wanted to assess the effectiveness of its CRM and identify specific initiatives to empower the wealth advisors to enhance client experience 
Our Approach
  • Benchmarked the practices adopted by leading players across the industry as well as in other industries serving affluent and HNI clients 
  • Analyzed the usage and effectiveness of CRM 
  • Evaluated the L&D program and rhythm of advisors   

Praxis Value Delivered 
  • Designed a rhythm for driving usage and effectiveness of CRM 
  • Institutionalized L&D framework with areas for upgrading content along with changes to the pedagogy 
  • Developed a workflow for capturing client satisfaction across the sales and service journey 

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