Wealth Management: Client Relationship
About the App
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Description |
Gathers client feedback on the ongoing relationship between a client and their wealth advisor. It provides internal users with the ability to understand brand, advisor, and digital tools performance, compare regions, and establish CX linkages to operations and financial data. | |
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Prerequisite |
Wealth Management: Base | |
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Intended Trigger |
Periodic Pulse | |
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Hierarchy Unit |
Financial Advisor | |
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Survey Forms |
1 |
Client Relationship Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
8 |
Admin, Insights, Executive, Senior Manager, Manager, Advisor, Product Owner, CLF Team The Admin, Insights, Executive roles are shared by all Wealth Management Solutions included in this scope of work. |
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Alerts |
5 |
Low Satisfaction with Advisor, At-Risk Client, Cross-Sell Opportunity, Promoter, High Investable Asset Tier Response |
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Closed Loop Feedback Forms |
3 | |
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Template Data Integrations |
3 |
• Invitation feed (up to 35 templated fields) • Org Hierarchy feed (up to 31 templated fields) • User feed, Single Sign-On ldP |
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Automated Batch Exports |
2 |
Record-level, Opt-out |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the Wealth Management: Client Relationship BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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WM Relationship - Data Design | |||
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WM Relationship - Survey and Branding Specification |
WM Relationship - Survey and Branding Specification Google Drive | ||
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WM Relationship - Dummy Data |
N/A | ||
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WM Relationship - Translations |
