The desire to streamline internal operations and cut cost out of your business with the help of technology is one you share with many financial services firms. But, how can you ensure that the process changes you make will not only improve your employees’ productivity, but ultimately benefit the experience you deliver to your clients? After all, in the market today, firms with more productive employees only have an advantage if they can parlay productivity into more time spent attracting and retaining clients.
In this article, we explore important considerations for firms planning to make strategic changes in their client engagement strategy. From the importance of setting up mechanisms for capturing client feedback to the characteristics of supporting technology you should seek, this article is a thought-provoking glimpse into how you should approach innovation.