Enhancing Your Technology, Business & Client Experience 1
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Quiz
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Complete the quiz to earn 0.70 CPD points.
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1. What was one of the major impacts of COVID-19 on financial advice technology?
2. What is a key advantage of using client portals in financial advice businesses?
3. Why is open data integration crucial for financial advice businesses?
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Details
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology.
CPD Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Regulatory Compliance & Consumer Protection 0.2
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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Enhancing Your Technology, Business & Client Experience 1