James Edmonds: Customer experience - holding up the mirror

'Profit and delighted customers go hand in hand'

clock • 5 min read

One of the biggest changes in the financial services sector in the past 21 years is the focus on customers, writes James Edmonds

One of the biggest changes in the financial services sector in the past 21 years, is the focus on customers.  This may seem a strange statement to make, but financial services has traditionally been a sales-orientated sector, rather than a solutions one. For the advice sector, it hasn't been easy to work in an environment where fees and charges were more important that the value that advice offered.  Having spent most of my working life in the customer experience realm, I can tell you that customer experience can be a lonely field. Holding up a mirror to an organisation and its senior...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Brooks Macdonald buys financial planning firm

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

Jen Frost
clock 05 November 2024 • 2 min read
All the advice firm acquisitions that have taken place in 2024

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 05 November 2024 • 3 min read
Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advanta Wealth is Multiply AI’s latest client

Isabel Baxter
clock 31 October 2024 • 2 min read