Nick Krumbholz

·      Focusing on the experience your customers are having and making sure any issues are easily resolvable

·      Showing customers how much you value their opinion by asking feedback through surveys

·      Building a thoughtful approach to long term customer relationships, and harnessing the best tech to foster them

·      Capturing and catering content and financial education around individual customer interests

·      Using data and customer insight proactively and meaningfully boost engagement across all channels

·      Sharing your values and helping customers understand how you align with their values