{"id":468,"date":"2020-10-13T17:22:39","date_gmt":"2020-10-13T22:22:39","guid":{"rendered":"http:\/\/3.96.13.48\/?page_id=468"},"modified":"2024-03-08T11:54:29","modified_gmt":"2024-03-08T16:54:29","slug":"a-private-client-experience","status":"publish","type":"page","link":"https:\/\/wellington-altus.ca\/fr\/about\/a-private-client-experience\/","title":{"rendered":"Une exp\u00e9rience client priv\u00e9e"},"content":{"rendered":"
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Une exp\u00e9rience client priv\u00e9e<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tout ce dont vous avez besoin, quand vous en avez besoin.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tUne cha\u00eene h\u00f4teli\u00e8re mondiale a r\u00e9ussi \u00e0 faire vivre \u00e0 ses clients priv\u00e9s une exp\u00e9rience unique gr\u00e2ce \u00e0 son slogan Whatever\/Whenever : Quoi que ce soit \/ En tout temps. Nous croyons que c\u2019est ce que devrait \u00eatre une exp\u00e9rience client vraiment exceptionnelle parce que le service concerne les gens, et pour nous, il s\u2019agit de deux types de personnes, soit nos clients et nos conseillers.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tLes placements, les assurances et les plans financiers sont essentiellement des produits intangibles. Vous ne pouvez pas les toucher ou les sentir, mais les jugements \u00e0 leur sujet sont fond\u00e9s sur la relation entre vous et votre conseiller en placement.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Notre travail consiste donc \u00e0 apprendre \u00e0 conna\u00eetre les personnes et les familles que nous servons en tant que clients. Une fois que nous commen\u00e7ons \u00e0 vraiment comprendre vos besoins, votre situation et vos objectifs, nous constituons d\u00e9lib\u00e9r\u00e9ment et m\u00e9thodiquement une \u00e9quipe d\u2019experts autour de vous et de votre portefeuille. Ces sp\u00e9cialistes chevronn\u00e9s sont \u00e9tablis \u00e0 l\u2019\u00e9chelle locale, et ils sont donc ici, dans votre communaut\u00e9. Les \u00e9quipes peuvent comprendre des planificateurs financiers, des strat\u00e8ges en gestion de patrimoine, des gestionnaires de portefeuille et plus encore, habituellement de cinq \u00e0 sept personnes d\u00e9vou\u00e9es \u00e0 votre client\u00e8le. Le travail de l\u2019\u00e9quipe consiste \u00e0 fournir toute l\u2019expertise de Wellington-Altus d\u2019une mani\u00e8re hautement personnalis\u00e9e.<\/p>

Nous croyons que les clients d\u2019aujourd\u2019hui sont intelligents et arm\u00e9s de donn\u00e9es, d\u2019information et d\u2019acc\u00e8s au savoir. Les entreprises gagnantes, surtout dans des secteurs hautement concurrentiels comme la gestion de patrimoine, seront celles qui pourront comprendre et pr\u00e9voir ce que leurs clients veulent vraiment.<\/p>

Gr\u00e2ce \u00e0 des solutions avant-gardistes et \u00e0 une exp\u00e9rience client in\u00e9gal\u00e9e, Wellington-Altus vise \u00e0 offrir ce qui ne peut \u00eatre consid\u00e9r\u00e9 que comme une v\u00e9ritable exp\u00e9rience client priv\u00e9e.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\u00ab Chaque client est unique et c\u2019est pourquoi il passe en premier. Ce ne sont ni les ventes, ni les objectifs, ni les seuils minimums de rentabilit\u00e9 qui pourraient les remplacer. \u00bb\t\t\t<\/p>\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\tShaun Hauser
Fondateur et chef de la direction, Financi\u00e8re Wellington-Altus<\/cite>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

A Private Client Experience Whatever you need, whenever you need it. A global hotel chain nailed the private client experience with their slogan, Whatever\/Whenever. We believe that\u2019s what a truly exceptional client experience should be\u2014because service is all about people, and to us, it\u2019s about two types of people: our clients and our advisors.Investments, insurance […]<\/p>\n","protected":false},"author":14,"featured_media":4038,"parent":410,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-468","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nA Private Client Experience - Wellington-Altus<\/title>\n<meta name=\"description\" content=\"Whatever you need, whenever you need it. A global hotel chain nailed the private client experience with their slogan, Whatever\/Whenever. 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