Video from Kidbrooke

Using engagement to build customer loyalty

Share this resource

Kidbrooke builds seamless wealth experiences leveraging predictive forecasting by accessing our financial simulation engine through its versatile APIs

View Solution Provider Profile

Connect with Kidbrooke


OutRank Pension Planning

Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years. In the UK financial advice...

view solution
by Kidbrooke
| 03/12/2021 12:00:00

Customer engagement not only builds customer loyalty but differentiates you among the competition. The practice of “push” communications or talking “to” customers is used almost universally but the concept of “pull” communications or drawing customers into a conversation, is used less frequently but can yield powerful results. So how can financial advisors use push notifications to engage with customers?