customer service

Adapting old products to a new - and younger - client base

Improving relationships with clients

New reporting platform for third-party IFA and direct clients

Concerns over low interest rates on certain accounts

Case of two advisers

In the past five to ten years, we have all become more familiar with behavioural economics, and the past few months has seen the launch of some funds using a strand of this through artificial intelligence (AI).

Lists ways to add £43bn to economy

Supporting the Customer Outcomes Forum

In an attempt to revive the fortunes of Marks & Spencer, the new boss has identified Mrs M&S as his target customer. We know she already likes the grub on offer but she doesn't seem too fussed about the clothes and apparently isn't too keen on the in-store...

I am starting a one-man campaign against terms and conditions - not just in financial services, but in life in general.