MaxNews: The Maximizer Blog
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We’ve been at this for more than 30 years. That means we’ve got a solid handle on what works and what doesn’t. What businesses need to succeed, and what’s unnecessary. We know that many of our customers share similar pain points when it comes to running their business. Getting the people, processes, and product/service right. And there is an overwhelming amount of advice out there.
It is estimated that in 2021 10% of Canadians will leave their financial advisors (1). With the disruptive wave of Robo-Advisors entering the market, financial planners must demonstrate the value of their services outside of portfolio construction to keep customers coming back.
Like many advisors, you’ve probably changed the way you are communicating with your clients recently. But what’s the right balance of virtual versus in-person? How often should you contact them?
Here are our top tips for improving client retention through better communication.
A better financial portfolio means happier clients, right? Despite a healthy bank account, customers are becoming increasingly self-empowered to switch providers. So what can you do to foster client retention? When surveyed, only 29% of advisors say clients leave due to returns falling below expectations (1). Instead, 64% of investors leave because advisors fail to demonstrate value beyond portfolio construction, followed closely by 62% who said not communicating with clients in a way they expect is what spoils the relationship (1).
We chat with Christie Day, Group Event Director and Charity Holden, Sales Manager to learn about their successful business and why they would recommend Maximizer CRM to improve productivity and customer experiences. In the Autumn 2019, Hub Exhibitions launched a new Women in Business Expo at the Farnborough International Conference Centre in Hampshire, UK, which proved to be a great success.
EMCORE is a boutique asset management company based in Switzerland. It is a pioneer in asymmetric risk-return investment strategies, providing tailor-made and yield-orientated risk and asset management solutions to institutional investors on a long-term basis. The company is very proud of the financial expertise, loyal client base and core values that it has fostered over the last twenty years. However, EMCORE’s owners recognise the growing importance of embracing new ideas, techniques and technologies that will enable their business to flourish into the next decade. This is especially true in the area of relationship management.
Customer experience (CX) is core to any business and measuring and refining your personalized customer service strategy is essential for acquiring, retaining and growing high-value customer accounts. These days, products and services that are continuously improving, trigger more trials and influence more buyers. Moreover, experiences that are constructed and then left to automation, without adapting to changing times, no longer provide customer satisfaction. For example, Forrester’s Customer Experience Index (CX Index™) shows that:
The debate over the Total Cost of Ownership (TCO) of cloud vs. on –premise software choices is still a much-debated topic. Complicated questions like quantifying the long-term costs of IT management, plus the intangibles (uncertainties like downtime) – can make comparing the two a bit like apples to oranges.
We are delighted, this week, to unveil a major new Maximizer CRM software release for 2019. Designed to empower users to cut through the noise and focus on what matters most, their customers, this release brings advanced lead management, custom view and mobile CRM capabilities to its All-In-One CRM platform, enabling companies of all sizes to truly embrace Customer Success.
In today’s customer-centric, digital-first world, many business owners and managers are bombarded with ‘information overload’ and are urgently seeking ways to derive greater control, understanding, and intelligence from their organisation’s data.
One of the best solutions to this growing problem is to adopt a Business Intelligence (BI) strategy, but in reality many companies have been slow to do so – due to a lack of knowledge of exactly what it involves, where to start, and how long it will take to see any benefit. The truth is: Business Intelligence should be an integral part of your operation.