7 Keys to engage with senior clients

 

 

7 Keys to engage with senior clients

SALES

September 20, 2016

Of course, elderly clients are using digital tools too! It is well known that the fastest growing segment of the European population is composed of men and women over 70 years old. Adapting your products and services to their needs, taking into account their retirement schemes, is a must-do, if you want to keep or even attract an increasing client segment.

 

This clientele can be less at ease with tech than younger generations and even at risk of scams or fraud. Establishing confidence in the tool by adapting your client facing portal can easily be done in seven steps :

 

1. Terms of services

 

2. Fees and charges

 

3. Consumer queries

 

4. Complaints and compensation

 

5. Terminology

 

6. Complexity and retirement 7. Investment advice

 

1. Terms of services

 

Adapting the wording to ensure it is clear for all types of clients.

 

2. Fees and charges

 

Explaining the fees in details, including hidden or relation termination fees is needed in order to establish a trustworthy relationship with your clients.

 

3. Consumer queries

 

Offering a simple platform to store call reports facilitates a better understanding of clients’ profile and history.

 

4. Complaints and compensation

 

Having the compliance department automatically alerted whenever necessary.

 

5. Terminology

 

Avoiding to use a financial or legal jargon can make a significant difference for the end-user.

 

6. Complexity and retirement

 

Building on-boarding profiler customised for each type of retirement plan.

 

7. Investment advice

 

Generating compliant and relevant proposals with listed securities and tangible goods such as gold coins, collection cars, wines or properties into a branded proposal.

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