Royal Liver urges better customer understanding

The campaign is designed to encourage advisers to analyse customer data and match it with potential business opportunities. It includes; face-to-face meetings with IFAs about the benefits of customer analysis/profiling; a suite of segmentation sales aids and a number of round table sessions with IFAs to open up the discussion further Aidan Dewhurst, IFA Marketing Manager at progress from Royal Liver said: "Existing customers often hold the key to new business opportunities. Ultimately the goal is to help give advisers more options in terms of their strategy. And although the initiative i...