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The New Normal: Codifying Superior Client Experience in Wealth Management

Wendy Spires, ClearView Financial Media Ltd, London, March 5, 2013

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The New Normal: Codifying Superior Client Experience In Wealth Management is a groundbreaking WealthBriefing research report examining the topic of client experience across the piece, covering everything from common sources of dissatisfaction to how wealth managers are using feedback data at a strategic level.

The New Normal: Codifying Superior Client Experience In Wealth Management is a groundbreaking WealthBriefing research report examining the topic of client experience across the piece, covering everything from common sources of dissatisfaction to how wealth managers are using feedback data at a strategic level.

The report is based on a survey of 346 industry professionals all around the world, along with 25 hours of interviews with 30 senior executives at leading wealth managers, consultancies and other pertinent organisations. In essence, this 50-page report aims to gauge what firms are currently doing to enhance the client experience, and to offer best practice insights for future development. Along with cutting-edge case studies and focus pieces, you will also find a very frank interview with an ultra high net worth client which is essential reading for any wealth management professional.

To download the report, please click here.

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