New Study Reveals Pivotal Role of Customer Experience (CX) in Driving Wealth Managers’ Business Results
Watermark Consulting research finds wealth management firms that lead in Customer Experience financially outperform those that lag by a more than 7-to-1 margin in shareholder return Q3 2021 hedge fund letters, conferences and more The Pivotal Role Of Customer Experience In Wealth Management MarketplaceHARTFORD, Conn. [Oct. 25, 2021] – A new study reveals the significant payoff (and penalties) associated with the quality of customer experience in today’s wealth management marketplace. Admired brands with strong consumer feedback ratings enjoyed an average total shareholder return that was more ...