In this podcast/webinar, we interview Wendy Spires, Head of Research at Wealth Briefing, around the evolving topic of onboarding, digital client acquisition engagement in the wealth management sector.
Wendy has conducted multiple studies in this area and continues to do so as the need and appetite for change in this area grows.
In this podcast/webinar, our Co-Founder & Head of Marketplace & Content, Stephen Wall, interviews Wendy on various elements around these topics including the extent to which client onboarding has improved over recent years, what areas remain a challenge and worry to firms, to what extent digital client acquisition is a priority among firms, how firms are achieving it, what is happening to leverage CRM technology, how firms communicate with clients, how personalised those efforts are, and so on.
