From the adviser perspective, good communication isn’t just about giving clients information and keeping them informed. It’s also about boosting engagement and loyalty, maintaining positive ...

The ongoing proliferation of new technology over the last 10 years has changed consumer behaviours and expectations beyond recognition. Competition is fierce and consumers are more knowledgeable and ...

Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...