Webinar Replay: “Best Practices in Client Communications”
Clients of wealth managers, financial advisors and private client bankers are demanding better and more frequent investor communications.
It’s more important than ever to create a superior customer experience – especially when it comes to collecting, processing and distributing information to your clients.
Watch this webinar replay to learn about new content management options for managers, advisors and bankers. You’ll gain valuable insights from an expert panel on the next steps you should be taking to improve client and investor communications. Topics include:
- Operational challenges in adopting sophisticated technology solutions
- How firms should handle sensitive information delivered on electronic platforms
- Best practices that every firm should follow
Webinar at a Glance
Title: “Best Practices in Client Communications”
Running time: 60 minutes
Rhonda Schaffle, Anchor at The Deal (Moderator)
Michael Doshier, Head of Retirement & College Savings, Global Client Marketing Franklin Templeton Investments
Meghan McAlpine, Director of Strategy and Product Marketing, Intralinks
Tom Sagissor, President, RBC Wealth Management