Whitepaper | The importance of client journey mapping and how to get started

March 7, 2017 by Katelyn Rattray

The importance of client journey mapping whitepaper cover

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Whitepaper | The importance of client journey mapping and how to get started
Striving to improve your digital strategy

Client journey mapping is not always simple, especially for large organizations in an industry that has a tough regulatory environment, a diverse array of clients, and a complex suite of products. Additionally, executives of these organizations often require proof that change is necessary prior to making decisions that impact their clients and revenue.

In the financial services industry, firms must evaluate opportunities to enrich the current approach in a cost-effective way. In order to affordably prove the digital change is needed, the most beneficial exercise is to map out the client journey.

Download our whitepaper to learn more about the benefits of client journey mapping and how to start the process.