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Technical

The "Starbucks Experience" Part 2: Using Technology to Personalize the Client Service Experience

  Fox Financial Planning Network |   Free |   2014 |   AICPA.org

The industry report highlights the ability for advisors to systematize the delivery of their client services through automated workflow technology to create a consistent and outstanding client experience that can be personalized to each and every client.

This report builds upon the first white paper in the series, “The Rise of Automated Workflows in Financial Advisory Practices: Why Developing a “Starbucks” Client Experience is the Key to Sustainability, Profitability and Growth,” and further develops these concepts to identify and define a technology component that enables advisors to provide a standardized experience, while at the same time providing the ability to customize and personalize that experience for each and every client.

Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards, Intermediate

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