Eight steps to future-proof your ongoing service model
In today's rapidly changing regulatory environment, staying ahead is crucial. Our latest paper, in collaboration with Verve, provides essential guidelines to help you adapt to the Consumer Duty and enhance your ongoing service model.
''How do you ensure compliance without having to reduce the number of clients you can help? We think the answer lies in client value.''
Ricky McKinney, Risk Director
Why download this paper?
- Eight essential steps: we’ve set out eight key steps to future-proof your service model, including conducting thorough audits, aligning services with client expectations, and creating transparent charging structures.
- Demonstrate client value: learn how to showcase the value you provide to your clients while ensuring compliance with regulatory expectations.
- Develop a clear value methodology: understand and demonstrate client value with a clear methodology tailored to your firm's needs.
- Develop a robust control framework: manage regulatory risks effectively with a robust control framework that ensures compliance with ongoing advice requirements.
What you'll gain
- Actionable insights: practical steps and tips to help you navigate the complexities of the Consumer Duty
- New strategies: strategies to align your services with client expectations and deliver good outcomes
- Compliance and efficiency: tools to maintain compliance while improving operational efficiency.
Read our full report
Don't miss out on this opportunity to future-proof your ongoing service model. If you’d like to read the full report, please submit your details to download your copy. You will receive an email containing a download link to read the full report.
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