Understand your clients
Investment is a complex business which requires deep relationships between your salespeople and your current and future clients. These connections often take years to nurture.
When a lead becomes a client, the relationship with the salesperson takes second place as other parts of the business step in to support that client relationship. If these service levels are not of the same standard, this can lead to client dissatisfaction.
Ensuring a consistent client experience from the first interaction to day-to-day client management is the key to long-term success.
Too often understanding what the clients need is overlooked. This risks undermining the long-term work made by sales teams and the potential of losing hard-won business.
How we can help
- Audit your client experience – act as an independent conduit to listen to your clients’ feedback on which services and touch points work and which need improvement.
- Audit your RPF process – assess whether your purpose and values are being adequately reflected in your RFP so that your clients understand you are their solution.
- Survey your clients – ask and listen to existing and target clients to assess how their needs and desires are evolving so you stay ahead of competitors.