The Life Update Process is designed to help you keep your customers engaged and their protection needs up to date.
The FCA are due to finalise Consumer Duty during July, confirming what is likely to be the biggest change in regulation since TCF.
Whilst all within the industry decipher the new rules, we’ve been busy developing tech tools to help our partners comply and make the most of the opportunity Consumer Duty presents.
We know just how lengthy these processes can be for most organisations, taking away time and resource away from where it’s needed most. Our leading business process and e-signature platform, AlphaTrust, simplifies and automates the entire journey.
Watch the short explainer from Scott Machin, Product Manager, below: