AdviceTech Podcast 90 – Bonjoro

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Earn 0.70 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

AdviceTech Podcast 90 – Bonjoro

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.70 CPD points.

1. Which of the following is the key advantage of integrating video messaging into client workflows?

Enhancing client engagement and personalization
Reducing the need for follow-up meetings
Eliminating the need for compliance checks

2. How can advisors ensure compliance when using video tools for client communication?

Ensure data security and adherence to privacy standards like GDPR
Avoid using any client-specific information
Rely on the client's consent verbally

3. What is one of the most effective strategies for using video in proposals to increase success rates?

Provide generic content about the firm
Personalize the video to include specific client concerns and proposal context
Focus on discussing alternative financial products

Details

This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.3 Regulatory Compliance and Consumer Protection 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 90 – Bonjoro

Podcast

AdviceTech Podcast 90 – Bonjoro

Quiz

Details

Learning Outcomes

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