Mass Customizing Client Service Through High-Tech, High-Touch Communication

McCarthy, Ed
June 1997
Journal of Financial Planning;Jun97, Vol. 10 Issue 3, p58
Academic Journal
This article examines the role of high technology tools in communicating with clients and prospects. Planners interviewed in this article agreed that the new communications technologies are very useful. E-mail was the most widely used tool, but the emphasis was on servicing existing clients instead of marketing to process. The use of the new communications technologies also raises the issue of regulation. For financial planner who communicates with a client by any medium, they must comply with federal laws relating to mail fraud, wire fraud and securities regulation, and must comply with any financial-planner-specific regulation of both his own state and the client's state


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