The Findings
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How do you acquire new clients? Give them free tickets to the cinema or farm their data?
Really understand what your customers want and segment them to be more personalised
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How do you consume your data? Do you devote enough time to reviewing your MI reports and, more importantly, do you act upon them?
Data needs to be presented and used in a way that clearly benefits on the retention and gaining of new clients.
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How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
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How do you create a sense of loyalty? Cash incentive? How about excellent customer service?
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HOW DO YOU DECIDE WHICH PLATES TO KEEP ON SPINNING AND WHICH TO DROP?