Reef by Totem

Financial Advice
Bridging the digital physical divide
Wealth management firms have traditionally built their reputation on client service, how this is changing in the digital world?
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Financial Advice
Getting the balance right between digital and in-person interactions
Making interaction as personalised and professional, as well as representative of your brand, is extremely important. How can do you that online and face-to-face?
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Financial Advice
Personalising the customer conversation
There's a number of different ways to think about client engagement.
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Financial Advice
Creating first impressions online
The secret to enhancing digital hospitality isn’t merely to employ the latest technology but to create a holistic and engaging digital ecosystem that resonates with your customers’ needs, wants and preferences....
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Financial Advice
What can financial services learn from retailers' shift to online?
Industries across the world have seen rapid digitalisation and have had to adapt to shifting consumer behaviours and preferences, and the retail sector is a key example.
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Financial Advice
From first date to forever client
Personalising the investor journey from a digital engagement perspective can attract new clients and forge lasting relationships.
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Financial Advice
How to streamline your digital client engagement
Learn strategies to elevate you client interaction and add gravitas to your digital brand experience.
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Financial Advice
Forging initiatives to create a more dynamic and engaging digital presence
How firms are collaborating to create a unique and interactive digital environment tailored to its clients and prospects.
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Financial Advice
Staying ahead of the competition
Today users have higher expectations of the brands they engage with - they expect a seamless experience across all digital touchpoints.
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Financial Advice
A five-point plan to grow a digital audience
Investors and corporates have an appetite for frictionless, personalised experiences across a whole variety of media to get the information they need. Finserv marketers need a way to make their brand the...
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