Overcoming Regulatory Barriers to Enhance Client Interaction
How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.
But how do you overcome regulatory barriers without sacrificing the next-level experience that clients expect?
In this fact sheet, you will discover:
- What constitutes a superior digital experience
- Barriers to delivering this experience
- Regulatory requirements (and associated risks)
- The current state of affairs
- Your options to offer a convenient, compliant experience