Clients are now so used to a high level of personalisation in many other transactions and services that, writes Mark Loosmore, they will probably expect it from their financial adviser too
Businesses work hard to create a positive perception of their brand and build solid relationships with clients. And that perception has to be a good one from the outset because firms know only too well...
Due to leave 31 May
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Underperformance still present – for now
Regtech or fintech
15% increase in number of claims paid