Client service, redefined: How financial services firms can strengthen engagement

When clients reach out to a financial advisor, it’s often with a time-sensitive need, whether it’s getting clarification on a pending trade, asking questions about portfolio performance during volatile market periods, or sorting out an issue with account access. A consistently high volume of routine inquiries can absorb a significant portion of an advisor’s time, … The post Client service, redefined: How financial services firms can strengthen engagement appeared first on RingCentral Blog .