Upcoming webinars

  • “This is the most informative webinar on GDPR and vulnerable customers I have attended.”

    Sarah Davis

  • “A very informative and useful webinar. Thank you all.”

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  • “Wonderful session, I hope you have more of similar quality.”

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Overcoming the challenges of managing vulnerable customers in financial advice and wealth management
Nov
27

Overcoming the challenges of managing vulnerable customers in financial advice and wealth management

This webinar is for financial advisers, wealth managers, insurance brokers, intermediaries and mortgage brokers. Firms face a range of challenges when it comes to evidencing vulnerable customers. While most advisers/brokers understand their client’s personal situation, they lack the systems and structure to record this in a consistent manner.

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