Today's retail brokerage clients want interactions not transactions
They expect holistic financial advice that helps them invest effectively. To retain clients and deliver more value to their portfolios, leading brokerage brands are tailoring products and services to specific customer segments and delivering exceptional experiences at every interaction. TeleTech can help you differentiate your business from the competition, grow your share of wallet and provide a customer experience second to none.
Our retail brokerage solutions help you:
- Truly understand each client’s financial value through segmentation and analytics modeling.
- Manage each client’s financial risk based on life stage, income profile and risk appetite.
- Serve clients according to their needs -- from providing account access on multiple devices to in-person investment recommendations.
- Minimize product complexity by providing smart web-based self help.