The Trust Equation: Building Skills to Strengthen Client Relationships in Financial Services
Today’s financial services customers expect a digital-first experience and will give their loyalty to companies that innovate and evolve quickly. Since many customers interact with financial firms exclusively through a screen, organizations are at a pivotal point requiring them to redefine traditional customer relationships. To build lasting trust, the financial services sector must blend the cutting-edge technology customers expect with human expertise.
The Trust Equation: Using L&D to Build Strong Client Relationships in Financial Services examines how pioneering financial institutions are strengthening customer connections by investing in their employee’s development, prioritizing an intersection of emerging technologies and traditional customer service strategies reconsidered for the screen experience. Accenture reports that two-thirds of customers believe financial services organizations haven’t responded quickly enough to their changing digital needs. This is the time for companies to prioritize both technological adoption and employee development to see a significant competitive advantage.
Download this ebook to discover how financial services companies can strengthen customer trust and loyalty by investing in the skills that will power innovation. Included are insights on how organizations are using strategic development to:
- Evolve from service provider to trusted advisor through strategic workforce development
- Deliver personalized recommendations to meet customer expectations
- Build cross-organizational capabilities to understand and respond to customer needs
- Implement continuous measurement frameworks that identify experience improvement opportunities
