Tag: thought leadership

The FCA’s Consumer Duty is now business as usual, applying to both open and closed products across the financial services – including protection, pensions savings & investment sectors. For providers, this landmark, principle-based regulation represents a significant shift in expectations – moving away from point-in-time compliance towards ongoing responsibility for customer outcomes.  Phase One, introduced

Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.

We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model.