ATG & HNW Best Practices

Why are ATG/HNW customers important?

• They pay a monthly subscription fee to have a customized customer service

• They have a greater potential in terms of equity/volume

• They only trade products where we add an important mark up

• They tend to be nicer to FSR/Sales than other customers

Which of the following questions would be the best in order to profile a client?

• Do you have any trading experience?

• Have you ever used the Trading Station?

• What are your projects in the financial markets?

• Do you have a mustache?

What information about a customer is NOT available on Salesforce?

• Products that the client will trade

• Employment Status

• Annual income

• Application Status

Except Salesforce, which other source can provide me with additional information about a client?

• FXCM website

• Google

• Amazon

• Info Portal

Among the following proposals, which one DOESN'T help to create a good relationship with a HNW client?

• Having too much knowledge on financial markets

• Review SF notes from previous calls/emails

• Wait 24 hours before answering because you are working on a meeting presentation

• Call him after the birth of his child to congratulate him

How can I make a client perceive my added value?

• By taking the time to explain trading concepts to him

• By indicating that he can find the answer to his questions on Google

• By letting Rayane talk to the customer when a problem arises because he knows how to handle the situation