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Are you really engaging with your clients?

27th March 2020 – This webinar provides the best practices for an effective client engagement strategy.

Agenda

27th March 2020

Are you really engaging with your clients?

Vladimir Dimitroff, Synpulse

Practical Engagement Strategies for Wealth Managers: engaged clients are more loyal and they represent a referral source, open to new propositions and to your advice.
This webinar provides the best practices for an effective client engagement strategy, with a deeper focus on engagement in the early stages of client lifecycle management (i.e. paperless on-boarding).

To find out more, download now the paper Are you really engaged with your clients?

Webinar Information

27th March 2020