Dalton Financial Places Customer Satisfaction at the Top of Their Agenda

Dalton Financial, a Tokyo-based financial advisory firm, continues to place customer satisfaction at the helm of its agenda, citing it as a key factor to customer retentions.

Customers are the lifeblood of every profession; every business needs clients in order to have a chance of succeeding. As financial management specialists and experts in dealing with people, Dalton Financial believe that delivering an exceptional customer experience is key to success. 

With firms in this industry earning between 60 to 70 per cent of their income from existing clients, ensuring they are happy with their experience is crucial to achieving success. “Many companies focus too much of their attention on acquiring new clients, and while this is important, they should invest a greater amount of time and effort to make sure their existing clients are happy and that their requirements are being taken care of.” said James Sinclair, Senior Portfolio Manager at Dalton Financial.

At Dalton Financial, we feel customer experience is of the highest importance. We invest a huge amount of time and resources into customer service training as we believe that customer service is an absolute priority. Get the customer service experience right and profits will take care of themselves as a result,

James Sinclair, Senior Portfolio Manager

Poor customer service can be disastrous. Studies indicate that it can take up to 12 good experiences to make up for just one bad experience, and that itself can only happen if the client is prepared to give you another chance to fix the problem.

“At Dalton Financial, we feel customer experience is of the highest importance. We invest a huge amount of time and resources into customer service training as we believe that customer service is an absolute priority.  Get the customer service experience right and profits will take care of themselves as a result.” he concluded.

In a world where there is an abundance of options for investors, having a great customer experience with a firm is where clients’ main concern lies. Dalton Financial believes that the key to retaining and acquiring new clients is getting the customer experience right the first time. 

Tokyo-based asset and wealth management specialists, Dalton Financial believes that one to one contact is the most effective way to provide an outstanding customer experience. The human element is something that isn’t utilised by many firms anymore. In an economic climate where investor confidence continues to drop, Dalton Financial is using a personal touch to enhance their customer experience and simultaneously build brand loyalty and improve customer retentions. 

Dalton Financial is an independent financial advisory firm based in Tokyo, Japan, who help their clients achieve their financial goals and aspirations. For more information visit www.daltonfinancial.com, email info@daltonfinancial.com, or call +813 457 90729.