|
|
Product-centred, investment centred or client-centred assessment
|
|
The financial services industry continues to undergo profound change: new regulations, a shifting competitive landscape, and a rapidly evolving customer.
Clients of all ages are more tech-savvy, more empowered, and more knowledgeable. Service models and value propositions have changed as a result. The question is: has your business evolved as well? To determine if you are product-centred, investment centred or client-centred or a combination of the three, take our assessment and get a personalised report with some useful information on how you can become even more client-centred. Please rate the following in terms of importance.
|
|
|
|
|
|
|
|
|
|
|
By using our site you agree to the following Privacy Policy and Terms and Conditions:
|
Our Privacy Policy
|
Terms and Conditions
|
|
Practice One 01 respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information. "Personal information" is information we hold which is identifiable as being about you. Practice One 01 will, from time to time, receive and store personal information you enter onto our website, provided to us directly or given to us in other forms.
|
Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access or use the Service. By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms, then you may not access the Service.
|
|
Read More
|
Read More
|
© Copyright 2021 Practice One 01 (Pty) Ltd. All Rights Reserved
|
|
|