Connect with us
Finance Digest is a leading online platform for finance and business news, providing insights on banking, finance, technology, investing,trading, insurance, fintech, and more. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

BUSINESS

Too many wealth management companies are failing to put the client first, focusing on internal issues rather than customer needs, Radical Company today warns.

The business believes too many financial companies are settling for ‘one size fits all’ systems which don’t react to the ever-changing needs of clients. In a world with more connected devices than people, simply offering a desktop product doesn’t reflect the modern professional’s requirements.

To begin the fight back against this issue, Radical Company has partnered with leading wealth management business EQ Investors to create a portal offering engaging web and mobile experiences to its clients.

John Spiers, chief executive of EQ Investors, says, “Up until now our client-facing portals, which are used to share critical data and communicate withcustomers, have been out of the box solutions. Although these got the job done, such products simply don’t offer the flexibility and quality user experience professionals have come to expect. We wanted a portal which focused on the needs of the client, rather than simply being functional and this isn’t achievable without a bespoke product.

“In the wealth management sector, there is nothing more important than adding value to our clients and it’s vital this goal is supported throughout the client journey. A portal which offers the high level information clients need in a user friendly and accessible format is therefore key to their success.”

Radical Company has built its reputation on delivering quality user experience to the financial sector and the company’s founder, Ian Wilding, is passionate about the need to put the client first rather than settling for ‘good enough’.

He says, “It’s fair to say that without their customers, businesses wouldn’t be able to function. This is as true in the wealth management industry as it is for retailers, hoteliers and any other industry you can think of. It’s therefore worrying to see so few companies actually putting their clients first.

“In an industry which relies on adding value to their clients’ services, it’s pivotal wealth management firms invest in quality user experience portals, rather than purchasing out of the box software. Doing so equates to accepting failure – how can a portal which isn’t tailored for the customers go above and beyond their expectations? It can’t. If wealth management firms are serious about supporting their clients’ development and growing their own business simultaneously, the culture of ‘good enough’ systems must be eradicated, and quickly.”

Continue Reading

Why pay for news and opinions when you can get them for free?

       Subscribe for free now!


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

Recent Posts