The good news is that clients are satisfied and that they’re loyal. The bad news is that that simply isn’t enough if you want to differentiate your business and drive meaningful growth. Drawing on new investor research, Julie will examine how the most progressive firms are shifting from a focus on great client service to a focus on a meaningful client experience as a way to differentiate their businesses. She’ll walk through a step-by-step plan to design a client experience that is not only engaging, but will make you magnet for exactly the right clients. You'll walk away with a clear vision for a differentiated client experience and plan to get there.
Participants will understand:
The drivers of an extraordinary client experience.
The components of a client experience design framework.
The specific steps to take to design a differentiated client experience.