Leading companies realize the best way to engage customers and win their loyalty is to communicate in context.

Context helps companies understand the human components of a customer’s situation: that unique combination of mood, intent, location, past history, personal preferences and affinities that meet a specific customer need at a specific moment.

Take personalized communications to the next level by communicating with customers in context.

Context helps companies understand the human components of a customer’s situation: that unique combination of mood, intent, location, past history, personal preferences and affinities that meet a specific customer need at a specific moment. Context helps companies understand the human components of a customer’s situation: that unique combination of mood, intent, location, past history, personal preferences and affinities that meet a specific customer need at a specific moment.

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

• We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
• Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
• Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.

Broadridge Financial Solutions recently engaged CEB, a best practice insight and technology company, to survey senior executives at wealth management firms regarding the evolution toward an advice-first business strategy. That survey produced key findings:

• We have reached the tipping point where wealth management firms are leading with advice and no longer focusing on product in delivering recommendations to clients.
• Overall, executives are concerned with technology rather than on business process in achieving their new strategy.
• Firms believe they have much of the technology in place, but need help either maximizing capabilities or re-thinking how existing functionality applies to an advisory strategy.

Learn what wealth management firms need to know to drive towards realizing a new advice strategy. Grow the value of the customer experience, increase the productivity of advisors, and empower growth.

Don’t miss the transformation. Download our new white papertoday.