Working Smart
By Lee Rossini
For many financial services firms, converting client awareness into action can be challenging. Clients may recognise the importance of saving, investing and planning for the future, yet they remain passive, holding cash, delaying decisions or using only a fraction of the services available to them. The opportunity is to create a journey that moves people from 'I know I should do something' to 'I have a plan, and I am acting on it'.
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