Nick Eatock: Using tech to drive efficiency and boost client engagement

Increasing customer engagement

clock • 4 min read
Nick Eatock: "Making best use of technology can help drive process efficiencies and improve the client’s engagement with their financial plan."
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Nick Eatock: "Making best use of technology can help drive process efficiencies and improve the client’s engagement with their financial plan."

Technology has a huge part to play in the overall customer experience, as well as delivering efficiencies and streamlining processes to ensure your business is set up for success, writes Nick Eatock

According to research by SimplyBiz, advisers believe that increasing client engagement presents a huge opportunity for firms over the next twelve months, alongside further strengthening efficiencie...

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