Swoffice
CRM expert for finance & insurance
Financial service providers are faced with further audit obligations: customer categorization, extended audit obligations when opening a customer relationship, increased documentation, due diligence and accountability obligations, further regulations regarding data storage and transparency, periodic information visits, entry at an ombudsman's office or in the consultant register. That means additional costs per customer of up to CHF 1,000 per year!
SERVICES
Login
Please login to comment
2 Comments
INTERESTED IN USING THIS TOOL, BUT DON’T KNOW WHERE TO START?