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Working Smart

By Lee Rossini

A client journey is the complete experience a client has with a business, from the first interaction and initial enquiry through to onboarding, service delivery, ongoing communication, and, ultimately, renewal, retention or exit. It includes every touchpoint, whether digital, face-to-face, by telephone, email, or through third parties. A well-designed client journey connects these individual interactions into a coherent experience that meets client needs, providing them with a satisfying experience while supporting the commercial objectives and regulatory requirements of the business.

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