WEALTH MANAGEMENT ONBOARDING
Create wow moments for your customers at “hello.”
Did you know that less than 50% of high net worth individuals are fully comfortable with the fees they pay to their wealth management firm?*
And many are willing to take their business elsewhere for a better customer experience, which we all know starts with first impressions. That’s why companies like Mercer Advisors are using TaskRay to provide an impeccable onboarding experience for their clients.
*Source: 2017 World Wealth Report