Insights you will walk away with:
• How are leading companies exceeding customer expectations?
• The importance of reputation management.
• How to respond to demand for content to attract and retain clients.
• Creating experiences accessible to all audiences.
Leveraging your field sales teams is a powerful channel for Financial Institutions to improve client experiences and increase AUM.
However, clients today have expectations that are constantly evolving. This means that simply having a digital presence and a one-page business card site is not enough. It is for this reason the field marketing platform, Digital Agent by Veriday, continues to expand its capabilities to ensure financial advisors are meeting the needs
Veriday is excited to bring our technology integration partners, Synup, Accessible, and UpContent. Our industry experts will be showcasing the emerging trends and best practices that financial institutions and advisors should adopt in order to maximize their digital presence and improve their digital presence.
This webinar dives into how companies with field marketing channels are using innovative technologies to increase operational efficiency while improving the customer experience.