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Turning Investors into Clients through Process Automation
What customers really want is the simple things done right. Research reveals that high effort, regardless of the interaction’s final outcome, is highly correlated to disloyalty. For wealth management and asset management firms that means making a good first impression with an effortless onboarding experience. 63% of wealth management clients who had an excellent onboarding experience recommended their wealth firm versus just 33% for those who had a fair to good experience. A BPM platform provides a seamless onboarding experience that cultivates customer loyalty, turning investors into clients.
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