Welcome to the first in a four-part series focused on the client experience in wealth management and recorded in Geneva, Switzerland, with Jean-Philippe Bersier, Director of Sales & Marketing at ERI. In these videos, Jean-Philippe shares his observations and insights on the evolution of client experience in wealth management.
In today’s competitive wealth management landscape, client experience has become a key differentiator, not just a value-add. As clients demand more personalised, transparent, and seamless interactions, firms that deliver exceptional experiences build deeper trust, foster loyalty, and unlock greater lifetime value. With rising expectations shaped by digital innovation and a broader focus on holistic financial well-being, delivering a superior client experience is no longer optional – it’s essential for sustainable growth and long-term success.
In this first episode, Jean-Philippe speaks with The Wealth Mosaic, and shares his thoughts on aspects of client experience in wealth management, including:
- How wealth management firms are balancing innovation, maintaining client trust, and delivering personalised advice
- Whether or not the client-adviser role will disappear in the near future
- If the statement that ‘the more the adviser can personalise, the better the overall client experience’ holds true ?
- How automation is impacting the typical adviser’s day job
