The Findings
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Open Banking – the opportunity for advice firms
With the arrival of Open Banking, It is essential that Advisers understand the benefits and can overcome client concerns on data security to capitalise on this opportunity.
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OPTIMISING THE BIG THREE - DATA MANAGEMENT, CLIENT EXPERIENCE AND COSTS
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Partnerships: the perennial question: What makes them work?
More than ever, shifting consumer behaviour and increased innovation is driving the need to use partners to deliver customer proposition and experiences at lower economic cost points.
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PEER TO PEER – IT IS REALLY TOO HOT TO HANDLE?
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.