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Tag Archives | Digitisation

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Pandemic fast tracked use of social media

During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients, according to the Putnam Investments Social Advisor 2020 Study.  The research found that 55% of advisors who initiated new client relationships say they had increased their use of social media during the pandemic. […]

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Where is digitisation taken us? – Please help us to help you

It’s been a year since the country went into lockdown. From a business perspective, client engagement and retention have been key to continuity.  Technology, and more specifically digital technology, played a major role enabling the nexus between FSP, advisor and client. To get a better understanding of where digitisation is taking us, we’ve prepared a […]

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