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Meeting FCA expectations on client communications - Vimarsana News

Meeting FCA expectations on client communications

From the adviser perspective, good communication isn’t just about giving clients information and keeping them informed. It’s also about boosting engagement and loyalty, maintaining relationships with stakeholders and enhancing the brand. There’s also a regulatory requirement to do this effectively.

Talk Money Week: How tech can improve client communications - Vimarsana News

Talk Money Week: How tech can improve client communications

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