CX Toolkit 2024: Leveraging technology for a superior client experience
Client experience (CX) is one of the key elements when it comes to enabling banks to succeed in the rapidly changing wealth management market. The Client Experience Toolkit 2024 by The Wealth Mosaic shines a light on the trends and tools that influence the successful delivery of client experience in wealth management.
The report presents eleven CX features focused on individual aspects of the client experience and what wealth managers should consider in order to enhance what they offer and deliver to their clients.
The Finfox feature “Core-Satellite Investing: Leveraging Technology for a Superior Client Experience” draws on the example of core-satellite investing to illustrate the importance of wealthtech as a competitive differentiator and for a superior client experience.