Talk Money Week: How tech can improve client communications

Technology can bolster client engagement in numerous ways

clock • 4 min read

As Talk Money Week kicks off, Nick Eatock discusses how technology can enhance adviser/client communication – a key facet of Consumer Duty rules…

Products come and go, rules change and client demands evolve, but one aspect of an adviser's job remains important and constant: communicating effectively with clients. However good your proposition, it can all be undermined by poor communication. If you can't explain what you're doing and why, how something works or answer a client's questions clearly, you're at more risk of problems in other areas, including suitability compliance. Communication is also about facilitating a conversation and encouraging the client to share their thoughts. Being able to talk with clients in plain Engl...

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