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Suitability and record of advice
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View All items For Complaints dismissed
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By Lee Rossini
Changing client expectations in financial services have undergone a transformation over the past decade, driven by advances in technology, increased access to information, and evolving client behaviour. Clients are therefore more informed, more demanding, and less tolerant of inefficiencies. Financial institutions that don’t recognise and adapt to these shifting expectations risk losing clients to more agile and client-centric competitors.
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