How much of an impact has digital had on retention strategies in this sector? What is the best practice for treating customers fairly and how can customer satisfaction be monitored more closely? Companies build relationships with customers by offering first class service and not overselling but what other steps must be taken in order to build a lifelong relationship with the customer?
Aidan Lisser, Chief Marketing Officer, Investec Wealth & Investments (Chair)
Joe Norburn, Managing Director, Digital & Client Solutions, Coutts
Stuart Poonawala, Managing Director, Kubera Wealth Ltd.
Anna Lane, Company Director, Lane Consulting Ltd.