Browsing: client service News
Haysmacintyre has embraced a fresh identity, now rebranded as HaysMac, to underscore its innovative role within the accounting world.The change aims to emphasise HaysMac’s progressive and…
In the evolving realm of specialist finance, lending managers are instrumental in shaping personalised client experiences.Lending managers act as crucial intermediaries, bridging the gap between clients,…
Thompson Wright’s recent collaboration with Abacus Worldwide marks a strategic expansion of its services on a global scale.The partnership aims to cater to businesses looking to…
Scottish Widows has introduced a new income protection product on Iress’ platform to enhance financial resilience.The product is part of Scottish Widows’ extensive suite, including term,…
In a revealing poll, professional advisers shared varied strategies for firm growth, reflecting innovative approaches and cautious planning.One adviser aims to expand by integrating an additional…
Advisers express strong confidence in providing high-quality client service, but concerns linger over regulatory oversight.A substantial 92% of advisers are confident in delivering good value for…
FÉRIQUE partners with Conquest Planning to deliver more personalised financial advice.Conquest’s AI technology boosts efficiency in financial planning for FÉRIQUE.The partnership aims to integrate data for…
Leading InteleTravel agents share essential insights on managing price-matching requests effectively.During a recent conference, agents discussed the significance of added value over simple price matching.Laura Childs…
KPMG International has announced new leadership roles to enhance global industry support. Gavin Geminder takes the helm as Global Sector Head of Private Equity.The appointments come…
Holden Smith has boosted its residential conveyancing team with the appointment of Tim Hare at the Elland office, signalling strategic growth.Tim Hare transitions from Russell &…
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