In the financial advice sector, a competitive and compelling proposition focuses wholly on client needs, preferences and goals.
We’ve developed five steps to help you identify and understand your ideal client, design a consistent experience that anticipates and delivers on their needs and develop a compelling client value proposition. In doing so, you can create the foundation for sustainable growth.
As a leader in an advice business, you understand the impact of a great customer experience (CX). This quiz will help us guide you to the right resources for delivering, managing and advancing your firm’s approach to a strong, differentiated CX.
Thank you for completing the quiz. Based on your response, your firm has an opportunity to re-focus on the client experience you offer. Downloading our guide, ‘Delivering on your client promise: 5 steps to success’ can help you learn how a CX strategy can help you build and sustain a competitive edge.
Thank you for completing the quiz. Based on your answers, your business is demonstrating a moderate understanding of CX principles.
Thank you for completing the quiz. Based on your answers, your business is demonstrating a strong understanding of CX principles.
For examples of how firms are defining their ‘bullseye’ client and shaping their offering and experience to attract more of them, take a look at the following sections in the ‘Delivering on your client promise: 5 steps to success’ guide:
Learning more about how market-leading advice firms are defining and attracting their ‘bullseye’ client can help you shape your CX strategy. We suggest you explore the following sections in the ‘Delivering on your client promise: 5 steps to success’ guide:
Learning more about how market-leading advice firms are designing and maintaining a CX strategy can help you sustain a competitive edge. We suggest you explore the following sections in the ‘Delivering on your client promise: 5 steps to success’ guide:
59% of customers globally say the pandemic has raised their standards for customer service, and 80% say the experience a company provides is as important as its products and services.1
In a service-based industry your firm can thrive by meeting and then exceeding customer expectations.
Watch the video—
The blueprint for the successful advice firm of the future
Fraser Jack from XY Adviser is joined by Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN). You’ll hear about formulating your business strategy, making better decisions and executing successfully, and the five steps to having a strong, differentiated proposition and delivering on your client promise.
This guide will provide you with five steps to build and execute on a competitive customer proposition.
Thank you for requesting the ‘Delivering on your client promise: 5 steps to success’ business strategy guide.
You’ll also receive an email copy of the report within the next five minutes. If you don’t receive your email copy, please email firstname.lastname@example.org and we will be happy to help you.
Understand the five steps you can take to deliver exceptional customer experience.
To understand more about how Macquarie can help your business thrive in a changing environment, talk to our team.
The Virtual Adviser Network (VAN) Build for the Future is an 18 month program that embeds the foundations for growth and sets your firm up for a sustainable, prosperous future.
This information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 and does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice.