Why clients aren’t replying to your emails
As tech dominates life and business as we know it, our email inbox has become a thriving metropolis of questions, opportunities and to-do list items. There are few industries as dependent on email as financial services is. ...
Why clients aren’t replying to your emails
As tech dominates life and business as we know it, our email inbox has become a thriving metropolis of questions, opportunities and to-do list items. There are few industries as dependent on email as financial services is. ...
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Leveraging technology
Technology permeates our lives and has revolutionised the way businesses conduct their daily activities. It has also raised both client and employee expectations creating a core challenge of how to leverage technology to become more efficient and to ...
Blog
Technology must deliver adviser experiences, not just features
Following the Hayne royal commission, margin pressures on advisers – whether through increased compliance, licensee costs or the removal of past commission-based revenue – are here to stay. ...