Investment Adviser | Issue 9 | Page 16

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SIMPLYBIZ INVESTMENT SERVICES

SECURE EMAIL

A CATALYST FOR ENHANCING YOUR CUSTOMER PORTAL ENGAGEMENT

Does your firm utilise a portal for client services , but find that they are struggling or reluctant to interact with it ? We ’ ve found that maintaining customer engagement through portals has become a significant challenge throughout financial services . While digital transactions have become the norm , with organisations needing to adapt to the changing landscape of customer expectations and digital behaviour , the proliferation of online accounts has left organisations struggling to engage with customers . Our recent research highlights how firms can overcome these issues to boost overall client satisfaction .
The average person holds 119 digital accounts , with 21 specifically in financial and insurance services .
50 % of respondents feel overwhelmed by the number of accounts they maintain , and 43 % avoid new digital services because of this .
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