FINANCIAL REGULATORY TECHNOLOGY EXPERTISE
Special feature
Client engagement
BETTER COMMUNICATION BETTER BUSINESS
Engaging with clients in a clearer and more targeted way isn ’ t just about adhering to regulation – it can help build trust and forge even stronger client relationships . But to get maximum value from your communication efforts , it has to be done efficiently .
That means technology will be key . So , in this special feature , we ’ ve brought together client engagement experts from Intelliflo , VouchedFor and TOMD to examine how you can communicate more effectively with the right technological support .
Contents :
• Building stronger client relationships through technology
• It ’ s time advisers got the recognition they deserve
• Communicating your value
# 09 | AUTUMN / WINTER 2023 | 19