Client Engagement

Rethinking the ways you enhance client relationships

For most professional services firms, the client relationship is the relationship that matters. It underpins recurring revenues and delivers the most accessible opportunities. So you have to take very good care of your client interactions.

What’s more, as traditional services are tending to homogenise, your ability to differentiate your offer becomes ever more crucial to winning new business. Your approach has to stand out from the legions of ‘me too’ firms.

Enjoy the new view

Service line innovation is basically a means of seeing the client journey from new and inventive angles, and responding to the client’s needs with innovative ideas and perspectives. With a CRM platform fully integrated with all your relevant systems and data; it will manage and create insight. It will highlight new potentials in terms of initiatives you can take; it opens up new opportunity pipelines.

Client specific innovation

There’s a basic, incontrovertible logic behind this concept. As all the data and insight is based on the specific client’s journey, the new ways our solution can help you see it all generates highly bespoke interactions. Consequently your inputs and suggestions have heightened relevance to the client, they become more engaged with your firm, and retaining their business becomes easier.

Innovate to accumulate

We research solutions that truly implant innovation into your service line that promote higher levels of client engagement. Your resulting advisory services will be fine-tuned to each client’s business, helping to consolidate your client relationships and increase your revenues.  Symphony's Boardroom Excellence platform is specifically designed to help manage client relationships, advisory and compliance matters in the cloud.  Which means that firms can embed themselves at the heart of their clients decision making process.

The Key Benefits

  • Maximises the benefits of integrating CRM, systems and data by allowing new insights into the client journey
  • New perspectives from innovative data collaboration lead to new valuable interventions
  • Facilitates inventive pro-active service to customers
  • Develops thoroughly bespoke services for each client
  • Supports client relationship building
  • Helps reveal new opportunity pipelines

80/20

Not an immutable law of nature but very important that platforms allow a firm to grasp those clients that require the right focus and attention.

Client Journey

Clients are constantly changing the way they make decisions as well as when and how they contact their advisor. Knowing your blind spots and maximising the right touch points is critical.

Strategic Consulting

Performance Management

Management reporting and financial analysis tools, which help assess business performance, monitor trends and identify improvement opportunities with be critical for enhancing client relationships.

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Increasing wallet share and client retention

Organisations experience more success with CRM or CLM programs and direct marketing when they embrace Client Experience Management as an extension of their current client centric programs.

Get in touch today

Talk to us about getting all your business systems and technologies working together to support your firm’s ambitions…