Leading wealth manager boosted client experience via new L&D framework and 100% CRM use
18 Mar 2020
1 min read
Best practices in relationship management for a leading wealth advisory franchise
Context
- 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