Steve Owen argues the delivery of exceptional customer experience to clients is increasing in importance as he shares the most frequent questions he hears from advisers selecting a new platform
One of the most rewarding parts of my job is the conversations I have with advisers to understand their business model and what they want from a platform. It is incredibly encouraging to see the importance they continue to place on delivering exceptional client outcomes and how this focus underpins their decision making. This dedication to serving long-term client needs and building relationships puts the financial advice industry in a strong position. To support this through innovation, exceptional service and continuous investment in our proposition, it is critical we closely evaluate...
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