Monetary advisors are looking for methods to ship differentiated worth to shoppers with out getting slowed down from assembly regulatory necessities.
The adjustments to KYC regulation stemming from the Consumer Targeted Reforms (CFR) might merely be addressed as a regulatory crucial. Nevertheless, this free trade webinar will clarify how the power to uncover actionable insights from these shopper preferences will permit advisors to face out and construct higher buyer relationships.
Main trade and compliance SMEs collect to debate how companies have tailored to Consumer Targeted Reforms, in addition to the highest issues they’re nonetheless going through.
Watch this free webinar entry right this moment and achieve important insights on:
- How the shift from KYP to KYC is impacting the main target of dwelling workplace groups and their advisors
- Greatest practices for integrating danger and shopper preferences into significant funding choices
- How the appropriate processes and applied sciences can ease the compliance burden on advisors and empower them to raised serve their shoppers