Jean-Philippe Bersier, Director of Sales & Marketing at ERI, shares insights on how client experience is transforming wealth management.
In today’s competitive wealth management landscape, client experience has become a key differentiator, not just a value-add. As clients demand more personalised, transparent, and seamless interactions, firms that deliver exceptional experiences build deeper trust, foster loyalty, and unlock greater lifetime value. With rising expectations shaped by digital innovation and a broader focus on holistic financial well-being, delivering a superior client experience is no longer optional – it’s essential for sustainable growth and long-term success.