The challenge some financial practices experience is the lack of time to communicate with all the clients they serve. As the result and due to changes in their life, some client’s data may become incomplete, out of date or require a review by a financial planner. You can create more meaningful customer experiences by setting up an automatic follow up to get your customers to update their details and trigger the follow-up action when required. Not only it saves you time, but it also creates a stronger bond between your financial practice and your clients. And Happy Clients stay with you longer!
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