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

May 15, 2019 by Kelton Corcoran

The importance of client journey mapping by Advicent

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

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.

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