Tag: customer experience

While financial services scramble for digital transformation, Kidbrooke fears most have not assessed how the decision-making models of underlying technology might impact customer experiences.

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.