South Africa is advancing its commitment to global financial reforms by implementing key regulatory changes in the over-the-counter (OTC) derivatives market. These efforts align with the G20’s objective of enhancing market transparency and mitigating systemic risk. Recent developments include the licensing of Strate as a Trade Data Repository (TDR), the ...
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By Lee Rossini
When clients are unhappy with the service they are receiving, they will not necessarily bring it to your attention. Client pain points refer to specific problems or challenges that clients experience when engaging with a business. In a small financial advice business, these pain points can stem from issues such as lack of trust, unclear communication, high and unexplained charges and fees, or difficulty in accessing personalised financial guidance. Addressing these challenges effectively is crucial for maintaining client satisfaction, fostering loyalty, and growing the business.
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