Client Communication Management Template

More investment-banking templates

Effective communication is key to maintaining client relationships and trust in wealth management. This template helps you manage and prioritize client communication, ensuring that all queries and concerns are addressed promptly.

Follow the structured tasks to respond to urgent and general client queries, schedule meetings, follow up on inquiries, and continuously improve your communication strategy for the best client satisfaction.

Get this template on priority matrix

Client Communication Management for Priority Matrix

Client Communication Management in Priority Matrix

Manage and prioritize client communication efficiently to ensure high levels of client satisfaction.

You can start using Client Communication Management or other Investment-Banking Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Priority, Immediate Response

  • Task 1 - Respond to urgent client queries
    ☐ Identify urgent queries ☐ Prepare responses ☐ Send responses
  • Task 5 - Follow up on client queries
    ☐ Identify queries that require follow-up ☐ Prepare follow-up responses ☐ Send follow-up responses
  • Task 9 - Implement updated communication strategy
    ☐ Communicate new strategy to team ☐ Monitor implementation ☐ Collect feedback

High Priority, Scheduled Response

  • Task 10 - Evaluate effectiveness of updated communication strategy
    ☐ Collect feedback from team ☐ Collect feedback from clients ☐ Analyze feedback
  • Task 2 - Schedule meetings with high priority clients
    ☐ Identify high priority clients ☐ Coordinate with clients for meeting ☐ Prepare for meetings
  • Task 6 - Prepare weekly communication report
    ☐ Collect communication data ☐ Analyze communication data ☐ Prepare report
  • Task 8 - Train team on updated communication strategy
    ☐ Prepare training materials ☐ Conduct training ☐ Collect feedback

Low Priority, Immediate Response

  • Task 3 - Respond to general client queries
    ☐ Identify general queries ☐ Prepare responses ☐ Send responses

Low Priority, Scheduled Response

  • Task 4 - Schedule meetings with low priority clients
    ☐ Identify low priority clients ☐ Coordinate with clients for meeting ☐ Prepare for meetings
  • Task 7 - Review and update client communication strategy
    ☐ Review current strategy ☐ Identify areas of improvement ☐ Update strategy