Processes and regulations are the greatest challenges. Often firms have the skills and desire to innovate but internal processes slow them down.
BIGGEST OPPORTUNITY FOR FINANCIAL SERVICES
Understanding how to grow your engagement with existing customers and get them to expand their existing relationship while becoming more integrated into their daily life. Adding investments, education funds or children accounts can help grow the next generation within your firm.
WHAT I WISH I KNEW IN MY FSI DAYS
Always take the time to truly understand the needs and pain points of the customer, whether internal or external. It’s a must to deliver effective solutions.
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