customer service

Technology

Mark Loosmore: Are you being served (efficiently)?

Simplify and modernise

clock 17 June 2019 • 3 min read

Your profession

Armchair Critic: Balancing new and existing clients

Advisers do come out well

clock 18 April 2019 • 6 min read

Investment

Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

clock 14 January 2019 • 3 min read

Regulation

FCA proposes basic savings rate for cash accounts

Option for basic savings rate

clock 25 July 2018 • 3 min read

Retirement

Scottish Widows fails to update pension statements for married gay client

Despite multiple complaints

clock 22 February 2018 • 2 min read

Your profession

Armchair Critic: The Ken and I

The first rule of customer service

clock 21 September 2017 • 3 min read

Your profession

Tim Sargisson: The real key to your business's sustainability

Consider the fate of Blockbuster

clock 19 September 2017 • 3 min read

Protection

Openwork appoints customer protection panel chair

Network of more than 3,200 advisers

clock 10 August 2017 • 1 min read

Your profession

TheCityUK and PwC: UK bodies must form 'strategic partnership'

To remain leading financial centre

clock 06 July 2017 • 3 min read

Technology

RBS to pilot its first artificial intelligence with 'chat bot' feature

Using IBM's 'Watson' AI technology

clock 09 October 2016 • 2 min read
Most read
01

SJP refunds client's ongoing advice fees after absence of review

11 February 2025 • 3 min read
02

Celebrations on ice: Pensions over-taxation issue not fixed yet

11 February 2025 • 4 min read
03

Why making the right impression with buyers counts

11 February 2025 • 4 min read
04

Fintel joint CEO Neil Stevens to leave in June

11 February 2025 • 1 min read
05

IFA business scalability: If Amazon was a financial adviser…

10 February 2025 • 5 min read