Tag: CUSTOMER COMMUNICATION
Consumer Duty in the age of ESG: Are firms ready for...
The implementation date of Consumer Duty is quickly approaching. Firms will need to be ready by 31st July 2023, but are firms going to be ready?
Why customer communication management is a top priority for wealth managers
As digitalisation continues to be a priority for firms, they are looking at their customer communication management technology as a critical piece of their infrastructure, according to Doxim vice president of sales, financial services Scott Biel.