Dodd-Frank imposes a slew of requirements on financial services at many levels, retail and wholesale. The new law stands as an apt symbol of environment in which banks and wealth management companies must interact with customers. The stakes are high, given the new scrutiny by customers and regulators. It’s time to start thinking about enhancing customer management practices.
This webinar discusses the secondary effects of the law, the need for CRM best practices to communicate with and serve customers in this new environment.
Speakers:
Sophie Schmitt, Senior Analyst Wealth Management, Aite Group
LeAnne Thomas, Senior Vice President, Director of Operations, IMPACT Financial Services
To access the Customer Acquisition and Management in the Age of Dodd-Frank webinar please complete the form below.