Nick Eatock: Using data to drive client engagement

Capturing data pays business dividends

clock • 3 min read

Client data has always been central to the advice process, writes Nick Eatock, but now through modern technology, it can be utilised to generate stronger relationships with both the adviser and the financial plan

Making optimal use of the client data that exists within your business can pay enormous dividends for the success of your firm. As well as informing your high-level management decisions about the direction of the business and resource allocation, it can also add value to your financial advice process and provide a more engaging experience for clients and that leads to stronger, more profitable relationships. The ongoing coronavirus pandemic has triggered a major shift in consumer attitudes towards digital. According to the Office for National Statistics, last year almost £3 in every £10 ...

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