Retail Brokerage

Successful firms have each found a unique combination of customer focus and products/services that match the needs of the targeted customers.*

*Forbes - The Brokerage World Is Changing, Who Will Survive?

Yesterday’s retail brokerage interactions were primarily impersonal transactions. Today’s clients want more. They expect holistic financial advice that helps them invest effectively. To retain clients and deliver more value to their portfolios, leading brokerage brands are tailoring products and services to specific customer segments and delivering exceptional experiences at every interaction. TeleTech can help you differentiate your business from the competition, grow your share of wallet and provide a customer experience second to none.

Our retail brokerage solutions help you:

  • Truly understand each client’s financial value through segmentation and analytics modeling.
  • Manage each client’s financial risk based on life stage, income profile and risk appetite.
  • Serve clients according to their needs -- from providing account access on multiple devices to in-person investment recommendations.
  • Minimize product complexity by providing smart web-based self help.


Featured Retail Brokerage Thought Leadership

10 Questions to Ask Yourself

The financial services industry is undergoing massive disruption. Fortunately for financial services leaders, the pace of technological advancements and the amount of customer data being generated is creating enormous opportunities for understanding and engaging with customers more effectively. Here are 10 questions financial services leaders should ask themselves to determine whether they have the right mix of technologies in place to optimize the customer experience.

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