Dorsum：2023客户吸引与留存白皮书-如何与时俱进、留住老客户、挖掘新客户（英文版）（11页）.pdf

1、ATTRACTING AND RETAINING CLIENTSHow to keep up the pace?How to retain your clients?How to gain new clients?WHITE PAPERWHITE PAPER_A third of investors whoswitched providers over the last year did so for a better digital experience._Channel preferencesare largely the same for millennials and the olde

2、st and richest investors._34%of millennials interact withprimary wealth providers through face-to-face meetings._46%of millenials will preferface-to-face interaction in the future.TOP reasonsclients leave their advisers:61%left because their advisor didnt promptly return phone calls 53%left because

3、the advisor wasnt proactive enough about reaching out 46%left because the adviser didnt return e-mails in a timely mannerSTARTING AT THE END:SOME TAKE-AWAYSCONTENTSHOW TO KEEP UP THE PACE6INNOVATION7STAYING AHEAD OF THE CURVE 9HOW TO RETAIN YOUR CLIENT BASE 10THE VALUE OF CLIENT RETENTION 11WHY DO C

4、LIENTS LEAVE?11WHAT CAN WEALTH MANAGERS DO TO KEEP THEIR CLIENTS?14HOW TO GAIN NEW CLIENTS?16HOW TO MAKE THEM STAY ON YOUR WEBSITE?17HOW TO TURN PROSPECTS INTO CLIENTS?19OUR ANSWER 20CLIENT ONBOARDING20SOURCES 21AUTHORS 21INNOVATION In the years leading up to the pandemic,many firms had started desc

5、ribing themselves with buzzwords such as“agile”,“innovative”or“flexible”.Some made changes to business processes and company structure,IT systems were modernised,digital solutions implemented and many of these were backed by media campaigns.Then came the pandemic and put the resilience of these comp

6、anies to the test.Some were successful in adapting to the new norm,but many have failed despite their promises and efforts and had to close up shop,consolidate their business or have been struggling since.No matter the outcome,the situation was tough for most wealth firms,but smaller,traditional wea