Running your business
CRM |
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Client portals |
Compliance |
Learning platform |
Advisory firms
Advising clients Product sourcing Marketing & communications
Advising and communicating with clients
Our tech team can help you to create a new strategy, building upon this new collaboration and innovation within the sector to create an approach that’ s right for you and your clients:
• Integration and adoption: We’ ll work with you to help build a‘ platform’ – ensuring, where possible, that all tools align and integrate. We’ ll also support adoption and ongoing training where needed.
• An inventory of current tools: We will gain an understanding of your current software solutions and evaluate their performance.
• Costs vs. benefits: We’ ll help you to determine whether current platforms provide value for money and compare alternatives.
• Check for compliance updates: We will ensure all tools align with the latest financial regulations and cybersecurity standards.
• Expert opinion: We’ ll give you access to systems and compliance specialists to identify gaps or vulnerabilities.
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