How to build a successful client engagement strategy

Building a successful client engagement strategy

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Clients expect a high level of communication and personalization from their advisors, and these demands have continued to grow throughout the uncertainty of COVID-19. Keeping up with these client expectations can be hard—especially when everyone is remote—but a collaboration platform, like Challo, can help.

See how in this product overview.

Vendor:
Cafex
Posted:
Feb 8, 2021
Published:
Feb 3, 2021
Format:
PDF
Type:
White Paper
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