FREE WEBINAR:
July Board Report: how one national wealth firm is preparing to evidence value
9:30am - 10:15am | Wednesday 26th June 2024
In this webinar – designed specifically for large firms – Sarah Aitken, Regulatory T&C Supervisor, TPO, shares how The Private Office use client feedback data to drive and evidence good consumer outcomes.
You will learn
- the key markers of value every firm should monitor
- how to get advisers - and clients - to engage with feedback
- how to utilise client feedback in your compliance processes
This 45 minute webinar will demonstrate how you can incorporate client feedback data into your ongoing monitoring activity, to help meet your Consumer Duty requirements.
The webinar will be led by Alex Whitson, Managing Director, VouchedFor. Alex will be joined by Sarah Aitken, Regulatory T&C Supervisor at The Private Office.
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Any questions? Please contact customer_service@vouchedfor.co.uk