Can convenient messaging improve the service experience enough to drive topline growth for wealth managers, banks, and advisors? The answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded, but the issue of data security is front and centre of clients’ minds. Join Jens Rabe, Chief Operating Officer at Unblu and Jeremy Barnes, RVP…

The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. This year’s conference will cover a wide range of themes, such as market trends for 2023 and how investors should best position themselves, the importance of sustainability and ESG for places and people and alternative investments. The 2023 event will be a full-day conference providing the opportunity…

The deadline for Consumer Duty compliance is fast approaching, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. But with so many complex and far reaching programmes in flight, designed to implement an array of process changes and outputs, it’s important to ask: How can you be sure that the customer outcomes resulting…