Infographic

Earning Customer Loyalty in Wealth Management

Success increasingly hinges on a great experience that includes useful, tailored advice, not adding more advisors.

글 Joe Lischwe, Antonio Rodrigues, Anna Krementz, and Daniel Jones

Infographic

Earning Customer Loyalty in Wealth Management
en

NPS Prism®

Our cloud-based customer experience benchmarking service that provides actionable insights and analysis that guide your creation of game-changing customer experiences.
저자
  •
    파트너, New York
  • 어드바이저 파트너, Toronto
  • Headshot of Anna Krementz
    Vice President, NPS Prism , New York
  • 파트너, New York
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First published in 6월 2023
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Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks and Net Promoter Score℠ and Net Promoter System℠ are service marks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.

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