How to use communication to win and retain clients
Communication and reporting have become critical parts of the client relationship. This webinar will explain what’s changed and how you can not only meet, but exceed client expectations.
Date: September 27, 2017 Time:9:00 EDT/15:00 CEST
Client communication is a key part of the client experience. It can set you apart from the competition and help you win new clients (and keep current ones happy).
Join this 45-minute webinar to find out what’s new in client communication, and how to meet rapidly evolving expectations. Tom Secaur, Citisoft’s Chief Operating Officer with 20+ years in the investment industry, will give invaluable advice on solving communication gaps in your company and choosing the right vendor for the job.
This is what you will hear about:
What clients really expect (and how to easily impress them)
How choose the right client communication and reporting vendor
Emerging trends in client communication and reporting