Home Client communications

Keyword: Client communications

183 results found

Financial planners and financial advisors need to embrace soft skills to succeed in the future

High-income men more likely to be emotional investors

Begin discussing market downturns early in the relationship and revisit the topic frequently

  • By: Leah Golob
  • August 29, 2017 February 12, 2019
  • 09:00

Seek advice and try to settle the issue in person

  • By: Leah Golob
  • August 24, 2017 February 12, 2019
  • 11:00

Digital communication is efficient, but don’t give up on the personal touch

  • By: Leah Golob
  • June 12, 2017 February 12, 2019
  • 15:10
Working with grieving clients

Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

National Bank using AI to reach out to clients

The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients

The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements

Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program

As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level

Pre-written templates can help you deliver consistent, cohesive messages