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Financial Services | Wealth Management


Many relationship quality interactions that a customer expects an advisor to perform occur as a result of a triggering event. Perhaps sudden gains trigger an out of balance condition, or significant market events trigger a need for financial reassurance. Events can quickly invalid the best-managed schedule. Advisors need to quickly prioritize interactions and clients and reset schedules accordingly. Relationship quality grows steadily over time with appropriate interactions. Critical compliance activities need to be processed so that revenue interactions are not inhibited. Firms need to ensure these interactions follow compliance directives.