Identifying best practices in relationship management to be adopted by wealth advisors for a leading franchise

Business and Professional Services

Identifying best practices in relationship management to be adopted by wealth advisors

18 Mar 2020

Context

Client Description: Client is a leading player in the wealth management space across affluent and HNI segments
Opportunity: Client wanted to assess the effectiveness of its CRM and identify specific initiatives to empower the wealth advisors to enhance client experience

Our Approach

Benchmarked the practices adopted by leading players across the industry as well as in other industries serving affluent and HNI clients
Analyzed the usage and effectiveness of CRM
Evaluated the L&D program and rhythm of advisors

Praxis Value Delivered

Designed a rhythm for driving usage and effectiveness of CRM
Institutionalized L&D framework with areas for upgrading content along with changes to the pedagogy
Developed a workflow for capturing client satisfaction across the sales and service journey

Are you looking to grow faster than the competition? Write to us below.

Recommended

Business and Professional Services

I want to talk to your experts in:

We work with ambitious leaders and transformative clients who are defining the future. Together, we achieve extraordinary outcomes.

I have read the privacy policy and I agree to its terms.

Submit

Identifying best practices in relationship management to be adopted by wealth advisors