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

Increasing customer engagement

clock • 4 min read

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 efficiencies within their businesses and greater use of technology. I believe these facets of the advice business are all closely linked. The trusted personal relationship between you and your client is at the heart of driving engagement with financial advice, but technology is invaluable in supporting this human connection and creating business efficiencies to deliver a personalised, consistent service. ...

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