Posted: 20th March 2019
How do you ensure customers receive good outcomes when selling complex financial products online? The key is in understanding their customer journey.
In partnership with specialist tech provider, Glassbox, we have developed this paper to help firms overcome the common pitfalls of selling financial products through digital channels.
Through the paper, you will learn:
- How to guide and monitor the customer journey
- How to ensure that customers read and understand terms and conditions (and other important documents)
- The best practice approach to monitoring digital channel development