How To Create Sticky Clients

Statistics shows that advisers traditionally work five times harder trying to attract new clients than retain existing ones. Technology has allowed many existing clients to login onto their own investment platforms and access other online tools at any time; and as such tend to interact less and less with their adviser. […]

2018-02-27T15:46:37+11:00February 26th, 2018|Categories: SVX|

SVX Blog

Procrastinate or Integrate? A few weeks ago, SVX Group attended the ATSA (Accountants’ Technology Showcase Australia) conference in Sydney. This was the first event that SVX had sponsored where we had the opportunity to showcase our platform designed for Accountants and Advisers to consolidate all their clients personal and business information in real time. [...]

2018-02-27T15:47:38+11:00February 19th, 2018|Categories: SVX|