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Optimizing the Client Journey: A New Approach to Technology StrategyOptimizing the Client Journey: A New Approach to Technology Strategy
Connected digital models optimize process efficiencies leading to improved client experience.
October 29, 2020
1 Min Read
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Sponsored by Laserfiche
Sponsored by Laserfiche
The client experience is central to any wealth management business, since clients who are happy with their advisor will stay with their advisor and are more likely to refer other clients.
In this white paper, learn how technology can make a big difference for both the client and the advisor, optimizing various aspects of the client journey, from onboarding to communication to decision making.
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