Video: Retain wealth clients with communications that connect
Description:
Most customer attrition happens at the beginning of the relationship. That’s why you need to connect with your clients from the start, and build the connection so they stay with you.
Keep your client engaged with communications that develop trust and meet their needs.
We can help with the right mix of digital and content marketing, social media and creative design.
https://beyondthearc.com/communications/content-marketing-wealth-management
Transcript
Reduce customer attrition with communications that connect.
Start the relationship off right.
Offer helpful services and tools.
Build trust by anticipating needs.
Speak to each target audience.
Match channel to customer segment.
Right message and design.
Keep customers engaged.
Use podcasts, video and infographics.
Stay focused on their needs.
Why act now?
Customer attrition highest at beginning of relationship.
$500 – average acquisition cost of new customer.
15% – average attrition rate per year for retail financial institutions.
Why Beyond the Arc?
12+ years providing CX strategy, writing, and visual design.
In-depth understanding of financial topics and clients.
Experienced Bay Area team.
Beyond the Arc.
Let’s talk.