Investor to investor: Work with a brand that genuinely cares about your needs. When you choose to be with someone, you’re sure that they care about you and put your needs first, and it’s not only about their profiting first. When you’re with someone who is only in it for their own benefit, it’s better you run o, because it means two things: one, they don’t care if the benefits go; and two, if the benefits finish, they are quick to leave.
Just as you can recognize the signs when someone is with you out of real love, you should be able to tell when an investment platform is interested in your progress as much as your investments. Well, if you don’t know, here are some signs that could point you in the right direction:
1) You First
You can’t love someone in the way they want to be loved if you don’t know what they want. Customer-centric investing begins with a deep understanding of each investor’s financial goals, whether saving for retirement, education, or buying a home. This also involves comprehensive assessments that take into account an investor’s financial situation, emotional comfort with risk, and investment horizon, leading to strategies that align with their personal comfort levels.
By tailoring investment strategies to these specific objectives, advisors can create more relevant and effective portfolios for each person, rather than a one-size-fits-all approach.
2) Enhanced Communication
No relationship has ever improved by a lack of communication. In fact, one of the first signs of a finished relationship is a decrease in phone calls and texts. Why should it be any different with where you’re putting your money? Okay, maybe not calls or texts by the minute, but the lines of communication should remain open most of the time.
When investors are informed about their investments, market conditions, and any changes to strategies, it fosters trust and confidence. It leaves little to the imagination, and your mind can’t play tricks on you when you know exactly what’s happening.
3) Incorporating Feedback
Why did Amaka leave Femi? Because everything she told him fell on deaf ears. He’d make excuses rather than be attentive and change. At Credlanche, an investment platform, we actively seek feedback from investors about their experiences, preferences, and expectations. This feedback guides improvements in service offerings and investment strategies.
We also understand that as life and market conditions change, so too may an investor’s goals and preferences. As a result, we allow flexibility in adjusting investment strategies based on ongoing feedback and evolving needs.
4) Value Delivery
There’s a saying: if all you have is money, then you are the poorest person on earth. It may seem laughable at first, but with deeper thought, you’ll see what’s being said—the lives you’ve touched along the way are a huge part of your success. An investment agency should also gauge its success by client satisfaction and the achievement of personal financial goals.
Regular assessments of client happiness and outcomes help to ensure that services remain aligned with investor needs. If your agency isn’t doing this, maybe you need to find a new one.
5) You Are What You Eat
A vegetarian and animal rights activist investing in a fur company because it’s profitable sounds odd and wrong. You cannot believe that something is inherently bad and continue to feed on it. Even if you do, the guilt from doing so will stress you out. It is more advisable to invest in a sector that you can live with, knowing you’re involved in it.
Many investors today prioritize ethical considerations alongside financial returns by incorporating SRI (socially responsible investing) options that reflect their values and beliefs. This allows them to invest in ways that resonate personally and socially. Clients are provided with clear metrics on the social and environmental outcomes of their investments and how these align with their values.
Prioritizing the unique needs and goals of individual investors enhances satisfaction and encourages investors to meet their goals. Credlanche, as an investment platform, prioritizes your well-being as a client and ensures that you get more than just your financial needs met. Chat or call our customer service at (234) 812 – 3778 – 399 for more information on investment, credit, and asset management services.