Abstract
Introduction
Customer retention needs to be more than a concern of a wealth manager, it
needs to be a business strategy. A successful customer retention needs to be
about delivering to HNWs a service that is beyond what they expect and crosses
into the territory of exceeding their expectations so that they become loyal
advocates for a wealth management brand.
Scope of this research
- Compares HNW customer retention drivers across countries within Europe and
countries within APAC.
- Identifies the key strategies for keeping clients through this downturn.
- Presents innovative customer retention strategies from wealth managers
globally.
Research and analysis highlights
Customer retention is a key strategic issue in the wealth management business
today. There is no time like the present for wealth managers to seize the
opportunity in the crisis and to develop sound strategy for moving their
business forward.
Key reasons to purchase this research
- Compares HNW customer retention drivers across countries within Europe and
countries within APAC.
- Identifies the key strategies for keeping clients through this downturn.
- Presents innovative customer retention strategies from wealth managers
globally.
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