How AI Can Help Build Better Relationships: Planner-led, AI Augmented
In a previous article, we explored how AI can support automation to handle repetitive, time-consuming, mostly back-office tasks. That discussion… Read More
Why the Experience Matters (Webinar)
• eMoney Communications Team • August 8, 2016
Updated on: February 2, 2021
There’s no shortage of threats facing financial advisors. From disruptive technology to growing client expectations, new challenges seem to pop up every day.
That’s why, in this live webinar, we explore how these challenges affect our industry today and show why the type of experience you offer clients matters more than ever before.
Featuring feedback from eMoney users, insights from across industries, and research from leading market analysts, we go through all the aspects of a successful client experience, providing tips and best practices based off of real user experiences.
Want to see how your client experience stacks up? Take our interactive client experience quiz and find out how well your existing experiences compares.
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