3 Best Practices in Relationship ManagementTuesday, June 19, 2018
EQ, formerly Wells Fargo Shareowner Services, has ranked first in overall satisfaction, customer loyalty and service to shareholders for 16 years. What's their secret?
Thousands of books have been written on the subject of relationship management, but at EQ it boils down to three basic ingredients: people, mindset, and processes. Without giving away too many trade secrets, here's the special sauce that EQ's client services teams bring to shareholder services.