- Client had been in the market for over some years, their on-boarded clients were not connecting with the company and overall seemed unsatisfied in tracking their portfolio’s growth.
- Identify reasons for such dormant reaction from their high net worth clients.
- Unearth ways to communicate with their clients.
- Develop / improve processes of client handling.
- Engage in ways to improve revenue and address all client needs.
- Helped improve the on-boarding process for clients.
- Identified communication channels based on type of content and its importance.
- Enable in strategizing better client engagement activities.
- Include risk evaluation questions to classify customers based on their risk – return appetite.
- Guidelines to develop a new customer communication process.
- Reduce and remove the barriers faced by customers.