 |
THE MASS-MARKET CUSTOMER IS KING
Despite the great success of wealth management programs, mass-market customers remain the "heart and soul" of financial institutions. You know this, so you constantly seek ways to strengthen your relationship with these customers.
But you have a problem. More and more customers are choosing to work with you remotely through ATM's and the Internet. And branch delivery services focus on transaction efficiency, not relationship building. So how do you engage customers in meaningful discussions about their financial goals?
Fortunately, SimpliFi can help. By offering the Personal Planning Service to customers, you can offer your mass-market customers the best of both worlds-independent, comprehensive financial needs assessment coupled with timely, solutions-based product recommendations.
Customer benefits:
- Realistic assessment of their current and future financial needs
- Ability to seamlessly review/discuss SimpliFi outputs with appropriate experts at the financial institution
- Broader awareness/understanding of how to fully utilize their financial institution's entire suite of products
Financial Institution benefits:
- Cost-effective way to offer comprehensive financial guidance services to the mass market segment, not just the top tier
- Profitably profile, generate and deliver qualified leads across your entire retail product portfolio
- Ability to deliver solutions-based product advice at the branch or call-center level by using SimpliFi service outputs
For more information on the Personal Planning Service for financial institutions, contact SimpliFi today at Info@SimpliFi.net. We would happy to schedule a demo.
|
|
|