Video: Retain wealth clients with communications that connect
Description:
Client retention starts early in the relationship. This video looks at how relevant communications can build trust from the start and keep wealth management clients engaged over time.
Transcript
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 is highest at the beginning of the relationship.
$500 is the average acquisition cost of a new customer.
15% is the 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.