How to attract, and keep, young high-net-worth clients
James Williams, Director, Experience Engineering at Ness SES has written an article for InvestmentNews that outlines how advisors can leverage digital channels to attract and retain young high-net worth clients. He writes that advisers need to provide a seamless experience across all devices and platforms, noting that, “Wealth managers who don’t deliver a seamless, high-value, cross-device and cross-channel customer experiences and build a culture of customer-focused innovation risk losing clients to competitors who do.”
Click here to read the full article: http://www.investmentnews.com/article/20160208/BLOG09/160209930/how-to-attract-and-keep-young-high-net-worth-clients
