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Digital sales strategies for Wealth Management; Part one Marketing Automation

How can we switch from an analog to a digital sales strategy? Digital sales start with a good website...

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European companies panic about European privacy law

Many European companies seem to realise that the GDPR not only concern a privacy policy on their websites, but...

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MiFID II concerned continued suitability of the proposed products for the client and a perfect foundation for CRM implementation.

Wealth managers deserved MiFID II, but MiFID II is not necessarily bad. MiFID is a perfect foundation for a...

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Successful Know your customer update event

SCOPE looks back on a successful KYC Update event. The current situation of the SCOPE KYC Cloud Portal and...

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The SCOPE KYC Cloud Portal integrates with PlanPlus’s Finametrica

The SCOPE KYC Cloud Portal now integrates with PlanPlus's FinaMetrica psychometric risk apatite test.

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