Powering the world’s most engaged Wealth Managers
High-Net-Worth Clients value Face-to-Face in times of COVID
In the past, wealthy private clients have placed great value on face-to-face contact. Some wealth advisors - accelerated by COVID - have successfully managed to switch to digital communication channels. Nevertheless, individualised advice tailored to needs still plays a crucial role. Xaleon enables effortless online face-to-face advice.
With regulators pressuring investment and wealth managers to adopt a more transparent approach to a customer’s financial well-being, and enabling customers to make effective investment decisions, the relationship between the investment manager and their client will require an even higher level of engagement.
The Relationship Imperative to Differentiate
To differentiate themselves, investment platforms and wealth managers will need to tailor their engagement strategy to meet the specific needs of their customers, particularly as technology-enabled client relations become more prevalent. With Xaleon’s intuitive and elegant UI, anyone online can seamlessly and intuitively connect to their wealth or Investment manager and engage with them in the same way they would in person.
Closing the customer experience gap
Even if meetings are forced to become virtual, customers will continue to expect at least the same level of attention, quality of advice and conversation, if not more. Investing in and implementing the appropriate technology to easily facilitate these remote interactions will be key even as we emerge from the pandemic.
Xaleon’s Engagement Platform provides us with an end-to-end solution, the value of which I cannot overstate; everything from first sales contact, customer on-boarding, problem-resolution and of course, gathering real-time insight into our customer’s barriers and problems has significantly improved our entire Customer Experience function.
Director of Sales
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