thewealthnet

The importance of client experience - listen now!

Katie Royals, 24/01/2023

Download PAM Insight's - thewealthnet's publisher - latest podcast here.

In this episode, Katie Royals, the managing editor at PAM Insight, speaks to Tariq Khan, director of sales and client experience at Objectway about the importance of the client experience.

Mr Khan argues why a technology enabled excellent client experience is no longer a "nice to have" for firms but is now a necessity.

With clients becoming less sticky and willing to change manager, making their experience as seemless and positive as possible may go a long way in helping to retain exisiting clients and attract new ones.

Mr Khan also details the pros and cons of incremental change and the "big bang" approach, which may end up backfiring.

You can access the podcast here. Alternatively, it is available to listen to on Spotify here or Apple podcasts here. You can also find it on your favourite podcast provider - just search 'wealth whispers'. 

About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

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