Driving Client Engagement in Financial Services

Version 1

    Increasing competition and fading differentiation in offerings, coupled with growing client expectations, is forcing financial services firms to think differently about their overall client engagement strategy. Financial firms need a new approach to meet growing client expectations and engage clients over the long-term by building relationships at scaleā€”an approach that Generations Federal Credit Union (GFCU), Charles Schwab, and Jupiter Asset Management have already adopted.