Customer service is a critical part of lifecycle management for financial services firms. The experiences that a customer has with a bank may have a significant impact on his or her long-term satisfaction, which can affect the ability of the firm to retain the household and maximize lifetime value.
Read this case study to learn how a leading bank used WealthComplete to identify the growth potential of their existing customers and then used that knowledge to determine appropriate onboarding and customer service strategies, thereby driving $700 million in new revenue.
