Nearly nine in 10 people say customer experience is just as important as a bank’s products and services, according to a recent survey by credit scoring services firm FICO. The survey also found that a third of customers have changed their banks only one or two times.
When the right offer from another bank comes around, poof! Your customers are gone. Get out in front of it and start creating real customer loyalty today. The experts at Pannos are here to help.
Successfully preparing investors for a record-breaking movement of inherited assets across multiple generations requires advisers to embrace new skills.