Business Situation:

• Client had been in the market for over some years, their on-boarded clients were not connecting with the company and overall seemed unsatisfied in tracking their portfolio’s growth.

Finding Facts:

• Identify reasons for such dormant reaction from their high net worth clients.
• Unearth ways to communicate with their clients.
• Develop / improve processes of client handling.
• Engage in ways to improve revenue and address all client needs.

Solutions Suggested:

• Helped improve the on-boarding process for clients.
• Identified communication channels based on type of content and its importance.
• Enable in strategizing better client engagement activities.

Outcome:

• Include risk evaluation questions to classify customers based on their risk – return appetite.
• Guidelines to develop a new customer communication process.
• Reduce and remove the barriers faced by customers.