Fast Forward 5 years... What does the customer experience look like?
- Google Apps
- Tele-underwriting (Asteron)
- Client Recognition
- Loyalty Benefits
- Claims Experience “Good News”
- “Want Now” (SPEED)
- Welcome call from provider to customer once on board together with supporting adviser
- Personalising collateral to client from company
- Electronic communication from both providers and advisers, but also the old way
Fidelity Life comments:
We want to ensure the experience we provide to you and your customers meets changing expectations, particularly with technology evolving so fast.
We understand that advisers will face similar challenges in the way you operate in the future, so we will be bringing together an Adviser Technology Forum. The forum will bring together advisers, Fidelity Life and experts in the digital space to workshop how we move forward together.