Join Larry Baily for a look at the booming wealth management industry and how commercial banks employ CEM principles and techniques to energize internal referral processes to boost new customer acquisition and expand share of wallet with existing clients.
Topics to be covered:
- The booming business of wealth management
- The four critical "moments of truth" that heavily influence satisfaction and loyalty ratings
- Using CEM to boost referrals, recognize disincentives and build share of wallet