Time Trials: Unlocking efficiencies in wealth and financial management
While the commercial reality of post-pandemic continues to play out for years to come, the impact on the wealth management and financial advice sector is already reported. With a client base rich in entrepreneurs whose own financial wealth is heavily dependent on the high street, the knock-on effects to the industry has been significant. As […]
How to drive consistent QA through remote and in-person communication channels
As financial advice teams adapt to hybrid client communications across telephony, video and in-person meetings, how do they ensure consistent risk management and quality assurance?
