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Gauging customer satisfaction

Posted on 29 November 2024

Measuring client satisfaction – How FSPs can benefit As the year draws to a close, it’s the perfect time for financial service providers (FSPs) to pause, reflect and plan ahead. Over the past year, we’ve explored the implications of the forthcoming Conduct of Financial Institutions (COFI) Bill, as well as the Omni-CBR (Conduct of Business … Continued

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A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

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