Your Customer
Your Customer
An in-depth look at Your Customer and the current financial services landscape at Wealth Management Transformation Summit 2024.
An in-depth look at Your Customer and the current financial services landscape at Wealth Management Transformation Summit 2024.
Only 18% of affluents say they are pleased with their current wealth management provider, creating a demand for top-notch financial advice and convenience.
”
– IFA Magazine
78% of customers
surveyed say that they’re more likely to respond to messages that are personalised.
”
– Salesforce
71% of global consumers
say they expect financial institutions to personalise their offerings and interactions based on their individual need and preferences.
”
– Accenture
Only 18% of affluents say they are please with their current wealth management provider, creating a demand for top-notch financial advice and convenience
”
– IFA Magazine
78% of customers surveyed say that they are more likely to response to message that have been personalised for them.
”
– Salesforce
71% of global consumers say they expect financial institutions to personalise their offerings and interactions based on their individual needs and preferences.
”
– Accenture
The financial services industry has a history of reliance on human interaction for customer support, but this legacy shouldn’t stand in the way of innovation: the landscape is rapidly evolving.
The Zendesk CX Trends 2024 Report highlights the top 10 trends that are most important to creating a positive CX. The financial services industry has long been a custodian of sensitive data, but with the mass adoption of generative AI, the question of customer trust in data security has become paramount.
The Zendesk CX Trends 2024 Report highlights the top 10 trends that are most important to creating a positive CX. The transformative power of AI is at the heart of this year’s trends, with the capacity to improve all aspects of the customer journey, and in turn, enhance CX.
Customer experience is a constant priority within all areas of the financial services industry, but with the introduction of regulations like Consumer Duty, more demand for transparency from customers and an ever-growing focus on digital experiences, the area is undergoing significant transformation.
Our expert speakers include:
Managing Director
Saltus Partners
Director
Alpha FMC
Executive Director
HMFC Wealth
Chief Operating Officer
EFG Private Bank
Chief Marketing Officer
Bedrock Group
Ready to join us at WTS 2024?
Be part of the Europe’s fastest growing and biggest wealth management event.
REPORT
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Wealth Management Transformation Summit enables Wealth Firms and Private Banks to assess the impact of digital transformation and progress their digital journey.
Co-located at MoneyNext 2024, attendees benefit from complimentary access to 3 further established industry events; Banking, Lending and Insurance Transformation Summits.
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