Establishing and maintaining a strong connection with our clients is core to our philosophy at Rehmann. We take the time to understand their business, their goals, and their challenges so we can provide the best solutions for their needs. This client-first approach truly makes a difference especially when it comes to technology.
Many companies focus on how new technologies improve their own internal processes and create efficiencies while overlooking the impact on the client experience. Our digital strategy has been built around people and we believe it doesn’t matter how effective a technology is for our firm if it doesn’t also work well for our clients.
The success of any new software or platform hinges on more than just the tool itself—it depends on the people who use it. We ensure the platforms we implement are user-friendly for both our clients and our associates.
We also take steps to help our new clients learn the software and programs we use at the start of our partnership. As part of our client concierge service—a unique offering in the financial services industry—new clients are shown how to navigate the full suite of services and technology programs available to them. We understand comfort with using technology varies person to person. This more hands-on approach allows for a smooth onboarding process and immediate access to the support new clients need.
Our commitment to putting people first ensures that every technology we use both benefits us and enhances the client experience. That is how we empower the purpose of our clients and help them to achieve their goals.
