Financial advisors losing clients over poor communication skills
A new study from YCharts shows which type of financial advisor is best at communicating with clients, along with investors' changing priorities.
Source: financial-planning.com
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The Digital Revolution: Retain customers, tackle regulation & transform CX
We discuss some steps that commercial and business banks can take to counteract this, such as, multi-channel onboarding, having an integrated regulatory rules engine and integrations with third party entities, screening, and counterparty data providers, and automating perpetual KYC.
Source: americanbanker.com
Here's how accountants can weather a coming recession: Fire their clients
Some clients simply won't align with your strategy, while others haven't been the easiest to deal with in a smaller role.
Source: accountingtoday.com
Art of Accounting: Seven ego builders to avoid
Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.
Source: accountingtoday.com
What can the ballet teach you about the client experience?
Just like the ballet, every interaction with a client is a performance.
Source: accountingtoday.com