// LATEST INTELLIGENCE //
CLIENT PORTAL HEALTH CHECK FOR FINANCIAL SERVICES
HOW EFFICIENT IS YOUR SOLUTION?
PRESENTED BY
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Introduction
Considering the dynamic landscape of the financial services industry, it’ s never a bad time to conduct a comprehensive“ health check” on your client portal. Here’ s why:
When you built your client portal
• Your client portal was designed with mainly two audiences in mind: Gen X and Boomers.
• Your client portal was modeled after in-person interactions, with services and products made available online.
• Your client portal was designed with requirements from a snapshot in time.
Today
• You’ re serving four generations of clients, including Millennials and Gen Z.
• You’ re re-imagining the client experience across physical and digital channels with a focus on hybrid experiences and how clients can achieve financial wellness. You’ re also looking for new revenue opportunities.
• Advancements in technology and disruptors in the industry have evolved client expectations, and they’ ll only continue to evolve thanks to the pace of digital transformation.
We designed this“ health check” as a 4-part questionnaire that will help you evaluate the current state of your client portal. You will be able to identify areas for improvement in some of the most common digitalization use cases and unleash your portal’ s full potential in orchestrating cutting-edge digital experiences for your clients and your teams.
Health Check Question # 1
How mature is your client portal strategy?
Before we begin, it’ s important to acknowledge the varying stages of maturity within the financial services industry. �
22 Intelligent SME. tech