Finance

Financial services

For most people, dealing with finances is something that falls into the category of Tedious Life Necessity. So until they have a need to engage with you, it can be difficult to get people’s attention.

A significant life event like a change of job, a new house purchase, or a pending retirement can be a good indication that someone might be in the right headspace to reconsider their financial affairs.

And of course, there are the systematic triggers, like the expiry of a financial arrangement. All of these scenarios can present a risk of attrition; however if handled well, they can also be turned into an opportunity. But first you need to have the right technologies in place, and someone to guide you on how to use them in a way that doesn’t overstep the boundaries.

Luminary specialises in turning our financial clients’ fine print into fine customer experiences. We’ll help you create timely and transparent communications that engender trust and confidence in your business, providing greater value to both you and your customers.

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