Eight categories have been created for advisers to enter across six global regions; Europe, Hong Kong, the Middle East, London, South Africa and Singapore.One of the categories for advisers to enter is:
Excellence in Client Service
Clients expect their advisers to offer them advice and solutions perfectly matched to their needs and then to provide top class service. Expectations in these areas have risen steadily and advisers have developed a more sophisticated understanding of their customer base as a result. This will be demonstrated in entries through:
- Successful segmentation of the firm’s customer base
- Innovation in the areas of client profiling
- A clearly differentiated service proposition
- Client focused fulfilment, communication and support
To submit your entry for this category click here. Alternatively, for more information on the other categories and their criteria click here.