Infographic

Earning Customer Loyalty in Wealth Management

Success increasingly hinges on a great experience that includes useful, tailored advice, not adding more advisors.

Par Joe Lischwe, Antonio Rodrigues, Anna Krementz, et Daniel Jones

Infographic

Earning Customer Loyalty in Wealth Management
en

NPS Prism®

Our cloud-based customer experience benchmarking service provides actionable insights and analysis that guide your creation of game-changing customer experiences.
Auteurs
  • Headshot of Joe Lischwe
    Associé, New York
  • Headshot of Antonio Rodrigues
    Advisory Partner, Toronto
  • Headshot of Anna Krementz
    Vice President, NPS Prism , New York
  • Headshot of Daniel Jones
    Associé, New York
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First published in juin 2023
Mots clés

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Technologies de l'information An Omnichannel Redesign Helps Transform a Bank’s Customer Experience

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Amélioration de la Performance Lean Six Sigma solves a commercial bank's growth problem

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