Latest Insights

• White Paper: The holistic approach to Knowing Your Customer

  Firms should have a shared understanding of financial crime risk, taking a holistic approach to knowing their customers

• White Paper: Outsourcing - putting customer experience front and centre

  How does outsourcing impact customer experience? Our paper brings this aspect into focus

• Blog: Three keys to a flexible outsourcing agreement

  Clients desperately want an outsource partner that is flexible. How can you best achieve a truly tailored outsourcing agreement?

• Blog: Keep communicating when extreme weather strikes

  This year’s extreme weather has caused strain for water companies. Now is the time to push for the best customer service possible

• Regulatory update: An approach to consumers and a discussion paper on a duty of care

  The FCA has proposed an additional ‘duty of care’ to protect vulnerable customers, but some suggest there is no need for added regulation

• Blog: Investment platforms – could renewed regulatory scrutiny present firms with an opportunity?

  Platforms are an important part of the investment value chain; Regulatory intervention within this sector is bringing new opportunity