The ROI of Appointments: Building Trusted Relationships to Improve Financial Outcomes
🤯 82% of consumers prefer to make an appointment vs. walk in or call a bank! 🤯
The ROI of Appointments: Building Trusted Relationships to Improve Financial Outcomes
We discuss the power and impact of accessibility and personalized, memorable experiences that establish, grow, and retain your most important client relationships.
• Industry trends and market data: How client expectations have changed what they expect from a financial experience
• How do personalized appointments and events help meet the evolving demands of banking clients? How does making your staff accessible from anywhere at the most convenient times impacts client loyalty and retention?
• Leverage the power of events as a relationship builder by turning educational seminars, networking and VIP events into exclusive, personalized experiences that build trust and drive 1:1 engagements.
• Learning from our clients: Strategies and successes from some of the world’s leading financial institutions.
• And much more!