Competition for today's more knowledgeable affluent client is increasing exponentially. At the same time, the industry is facing more challenges than ever before. Customers expect round-the-clock personalized service from their financial institutions. New products and financial instruments have added new layers of complexity in creating and introducing new offerings. In addition, the industry is seeing consolidation and increasing regulatory requirements. Financial services companies must focus more closely on the customer than ever before, strengthening and expanding their valuable customer relationships.
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