Providing relevant, engaging and compliant content at all stages of the customer journey is a key element of a compelling client experience. A front-office sales enablement platform such as Interactive Advisor helps financial advisors create this experience.
Requiring major restructuring to banks’ existing business models, wealth managers are facing substantial changes due to MiFID II and upcoming FIDLEG legislations. A new whitepaper explores how banks can respond to the new rules with digital solutions and what this means for their advisory businesses.
How to attract new clients with content
Content that tries to sell often fails. Mostly, people quickly see through the ploy and bounce off to somewhere else. The internet is full of such ploys, and clicking away the umpteenth CTA box, auto-starting video or newsletter sign-up can be trying. Who wants roadblocks on a path to desired information?
New tools in consumer banking have been reshaping the financial services industry. However, when it comes to the client-advisor relationship, going 100% digital is still not advisable.
Many machine-learning models behind AI applications offer no visibility to what they do and how they reach a decision or course of action. In other words, we can see the information that goes in and the results that come out, but we do not understand what goes on inside.
Onboarding is one of the most crucial stages of the client lifecycle. It gives the advisor a unique opportunity to create a strong client relationship from the very beginning. It also defines the later stages of the client journey. Therefore, it is important to get it right from the start.