Client and Advisor Journey

Customer Experience is the hottest topic across industries as the technology revolution heightens customer expectations of the businesses they work with: demanding personalization, relevance and ease-of-use. Maintaining the status quo will not be enough to attract or retain customers.

The challenge for financial professionals is to stay on top of technology trends and client expectations while also running a practice and keeping up with the markets, economy, products, tax rules, and regulations.

To help Financial Professionals prioritize where they focus their technology efforts, Asset-Map conducted a survey of hundreds of clients and professionals to identify the vital milestones along the client experience journey from start to finish.

Impact Your Business

By overlapping the perceptions, expectations, and experiences of clients and financial professionals, we built a framework of the typical journey from initial introduction to ongoing relationship.

We identified the critical aspects of a typical customer journey that need your attention, including the 5 most memorable moments and 5 most common pain points. By assessing your own performance across these 10 areas you will be able to better understand the strengths and weaknesses of your practice, and whether you’re in need of a full tech overhaul or just some fine-tuning.

By completing this assessment you’ll receive a personalized report including specific technologies and approaches that work best in our industry, plus how customers want to experience financial advice by analogy to other products and services they use.

Explore More

Watch our CEO and Founder Adam Holt discuss our findings and implications for your business.

 Client Journey Scoring Worksheet

Interested in downloading the worksheet version of the Client Journey? Fill out the form below and we’ll send it out. Try it out and use this at your next team meeting. Have each team member complete it in advance and come ready to discuss!