More personal touchpoints
BUSINESS SUPPORT
More personal touchpoints
When asked how you would like to receive support it was clear that the personal touch is key and , as such , we continue to offer more touch points to ensure you have access to key people and services .
Compliance experts at all face-to-face events – they will provide a regulatory update and answer delegate questions .
Compliance Clinics are back , with a bang – these sessions have been hugely popular , so we ’ ve committed to delivering a session at least every other month .
Best Practice meetings are also back by popular demand –
those that take part in this , one of our more freeform and interactive sessions , tend to love the format . They provide a great environment for advisers to hear from and share ideas with their peers , so be sure to book onto the next session !
New account management service – this has proved to be a big hit , providing all firms with a dedicated point of contact . Many , many daily calls take place to explore how firms can access support to maximise the value of their membership .
Read the next article to learn more about how these touchpoints are influencing the support we offer .
Your feedback has been invaluable in shaping the support we provide . From enhancing client services to refining regulatory processes , we ’ ve developed new initiatives based on your needs and priorities . Whether it ’ s growing your client base , improving efficiency through technology or providing the personal touchpoints you value , we are committed to ensuring our services align with what matters most to you . Together , we ’ ll continue to navigate the evolving landscape , ensuring that you ’ re fully equipped to thrive in 2024 and beyond . Thank you for your continued trust and engagement .