Driving Client Engagement Through Communications Management

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14 November 2019
Neil Sheehan

Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential role to play in enhancing customer experience (CX). Today’s firms are challenged with managing multiple communication channels, both digital and physical. Firms that implement a holistic communication strategy and deliver new, enticing channels and methods will improve client engagement.

The evolution of CCM solutions into the digital age is promoting the use of new workflows to efficiently communicate any of the firm’s needs to the end investor. When building a strategy, the connectivity and integration capabilities for CCM solutions are vastly important as the solutions provide incremental benefits for a firm and are not in themselves an end-all solution for delivering communications.

I join Doxim on Thursday, November 21st to discuss ways firms are energizing their communications management. The webinar will cover much that was discussed in my recent report Breakdown to Breakthrough: Energizing Your Communications Management.

If you find your firm asking questions around the three topics below, don’t hesitate to join the webinar!

  • Innovation in CCM: How are CCM solutions evolving?
  • Digitization and managing your content library: Will communications drive client engagement?
  • Analytics, automation and integration: What is next for CCM?


Insight details

Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America