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Key Takeaways
The transition from client to prospect is immediate once a client leaves, highlighting the importance of maintaining relationships even when clients decide to exit.
A strong focus on client experience can significantly impact business retention and growth in the financial services sector.
Building and maintaining trusted relationships with high-profile clients, such as state pension plans and university endowments, is crucial for success.
Clients expect personalized service that considers their unique needs and circumstances, necessitating dedicated client teams.
The onboarding process for clients is intensive, typically spanning three to six months, underscoring the necessity for thorough planning and communication.
Offboarding clients should be handled professionally to preserve relationships and leave a positive impression, which could benefit potential future engagements.
Employee experience directly correlates with customer ex...
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