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SagePath Consulting broadens client experience offering, enabling firms to achieve full potential.
October 4, 2024
Led by industry veterans, SagePath adds Client Experience strategy and implementation to existing branding and marketing services for financial advisors and enterprises.
October 2024
SagePath Consulting Ltd., a marketing and business consulting agency serving financial advisors and enterprises, augmented its practice management offering with the addition of Rachael Noye, Client Experience Director.
Rachael has a rich history of industry experience, including leading teams in client service, policy change, claims, communications, advertising, and marketing within insurance and wealth management. She has a knack for designing engaging client experiences, processes, and metrics and for creating communication programs across client and product lifecycles.
“Harmonizing and streamlining client-facing processes across a firm is just one of many ways we can help them achieve their potential,” said Noye. “This creates more opportunities for growth, succession, and consistently high-quality client experiences that drive referrals.”
SagePath Consulting offers a range of services to financial advisors and enterprises across Canada. These services include brand strategy and management, marketing strategy, communications, content services, social media management, website management and more. For enterprises looking to increase the effectiveness and productivity of affiliated advisors, SagePath does the heavy lifting as a preferred and trusted partner, limiting the need to resource advisor practice support internally.
"Financial advisors' time is best spent building relationships with clients. Because of our deep experience in the industry, we can quickly help elevate their firm’s brand, increase marketing impact, and with Rachael, we’re well positioned to help evolve their business practices," said Michael Campbell, Principal of SagePath Consulting Ltd.
For more information about SagePath Consulting Ltd. and its services, please visit their website or call 1-226-242-1238 for a no-obligation consultation.
About SagePath Consulting Ltd.:
SagePath Consulting Ltd. is a consulting firm serving financial advisors and financial services institutions across Canada. With a leadership team bringing over 100 years of experience working with some of Canada's largest and oldest financial organizations, SagePath offers tailored solutions to help advisor practices of all sizes achieve their business goals. Services include marketing strategy and execution, business strategy development, brand architecture and identity, client experience strategy and implementation, fractional leadership, and much more.
Contact Information:
Chris Brittain
Marketing Director, SagePath Consulting Ltd.
1-226-242-1238 ext. 1003
[email protected]
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