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How do you begin a difficult conversation with your client especially when it comes to matters of violence and other factors that generally scare us? The short answer is that you need to start the conversation, while being careful not to frighten your clients into doing nothing.
Over the past few years it is becoming increasingly apparent that the transformation issue is an issue that the financial services industry is definitely addressing.
Glacier recently launched its new Investment Hub, a streamlined, paperless way of doing business which will ultimately result in financial intermediaries having more time to service their clients.
Since the beginning of the year, South Africa has been through a proverbial roller coaster when it comes to the economic environment that the country finds itself in.
If I were tasked with taking my firm’s customer experience (CX) to the next level, I would: