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Assessing client suitability and sustainability as an engine for growth

Released: Sep 29, 2023 |

Language: English |

Resource: Webinar

Join this episode of FinTechTalk to discuss the latest issues impacting your industry including:

How to unlock a greater share of assets under management
Turning your investor management from a regulatory checklist into a source of growth
Capturing investors’ suitable risk level and sustainability preferences

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