The 4 essential steps to create a foolproof Consumer Duty data strategy
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Data is the backbone of financial planning. Advisers use data to analyse markets, build portfolios, and make recommendations to clients. …
All financial advisers want to provide the best service possible to their clients and most do an excellent job. Indeed, …
Consumer Duty recognises the importance of protecting customers in vulnerable circumstances. Vulnerability can arise from a variety of factors such …
There’s no getting away from it, Consumer Duty will cost you money. The new guidelines require firms to record the …
The Consumer Duty requires firms to put clients at the heart of every decision. The Duty puts a spotlight on …
Customer satisfaction is dead, long live client outcomes. The FCA has placed delivering good outcomes at the heart of Consumer …
Discover tools that increase prospect conversion, recommendations and power Consumer Duty requirements.
