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The DocPortal Digest
Leading insights and features on our amazing portal and customers.
Interview with Sandra Oakland: Embracing DocPortal for Enhanced Client Services In this interview, we sat down with Cedars Wealth Management who shared their experience with implementing DocPortal in their practice. DocPortal is an app …
‘Tis the season of festive lights, cosy sweaters, and the sweet aroma of financial responsibility in the air. Yes, you heard it right — financial responsibility can be as enchanting as a cup of …
A Forward-Thinking Approach to Embrace Consumer Duty's Impact As the financial services industry undergoes a transformation with the introduction of the Consumer Duty legislation, forward-thinking firms are looking beyond mere compliance to leverage this …
Embracing the FCA's Consumer Duty to Foster Client Trust and Retention The financial services industry is built on the foundation of trust. Clients rely on financial institutions to safeguard their assets, provide sound advice, …
Understanding the Implications and Opportunities of FCA's New Consumer Duty Legislation In the ever-evolving landscape of financial services, the UK's Financial Conduct Authority (FCA) continuously strives to protect consumers and promote fair and transparent …
Client acquisition can be a challenge but, of course, it’s essential for your business. Acquisition is often time-consuming, resource depleting and at times can feel inauthentic as you chase the next lead in hopes …
Wellbeing in the workplace is not a new concept - the term ‘work-life balance’ has been in use in the UK for around four decades as generations of workers have sought to find some …
Adopting new business tools can be challenging for many - learning new systems, integration with your existing tools, employee training and client onboarding all need to be considered. And of course it needs to …
Client servicing is all about how you as a business can meet the needs of your clients and add value to their overall client experience. Successful client servicing can directly impact your retention, revenue …
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