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Regulation and Its Impact on Client Acquisition in Banking

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Keeping a client informed through good communication seems like one of the most basic things that a financial firm can do to improve customer relationships. But, more often than not, they don’t do a good job with client management. What can technology do to help retail banks improve their customer relationships? How are financial firms using technology to give their financial advisors and their clients access to more robust financial information and provide greater investment transparency? How are retail banks changing the role of traditional branch staff from “tellers” to customer service agents capable of generating new business, and what role has technology played in this critical transition?

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