SimplyBiz

"A good sales process is one in which a customer feels like more than just a number"

"Technology extends its influence beyond client-adviser interactions"

Following 25% equity stake in the start-up

First step in “enhanced” relationship

Invested in CRM specialist via Fintel Labs project

Six weeks until Consumer Duty implementation

To support new FCA requirements

Speaking at Professional Adviser Retreat

Collaborative approach

Client feedback collection