Nick Eatock: Using data to drive client engagement

Capturing data pays business dividends

clock • 3 min read
Nick Eatock: "The ongoing coronavirus pandemic has triggered a major shift in consumer attitudes towards digital."
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Nick Eatock: "The ongoing coronavirus pandemic has triggered a major shift in consumer attitudes towards digital."

Client data has always been central to the advice process, writes Nick Eatock, but now through modern technology, it can be utilised to generate stronger relationships with both the adviser and the financial plan

Making optimal use of the client data that exists within your business can pay enormous dividends for the success of your firm. As well as informing your high-level management decisions about the direction...

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