Browsing: client service News
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…
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 &…
Wake Smith Solicitors in Sheffield strengthens its legal teams with three new appointments to enhance expertise and client services.Lisa Molinari joins as a director in the…
Ramsdens Solicitors has announced significant promotions within their team, enhancing its strength in key areas.Ian Miles has been appointed as a senior associate within the clinical…
David Coulter, a remarkable travel agent, achieved over £1 million in sales this peak season.Coulter was recognised at the My Booking Rewards Peaks Performance Awards in…
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