Wednesday, January 19, 2022, 08:30am (UK) GMT Ensuring transparency should not be a one-time activity but should be incorporated along the customer journey. In series three we will emphasize the importance of communicating across all touch points with clients, and what should be communicated at each touch point.
Client Protection Pathway Implementation Series
The new Client Protection Pathway launch provides an opportunity to take stock of how we put clients at the center of our work. To support financial service providers to continue to upgrade their client protection practices, SPTF-CERISE is hosting the Client Protection Pathway Implementation Series in 2021 and 2022. Participants will learn and discuss the specific practices and policies that support good client protection. The series is specifically designed for small and medium-sized financial institutions that want to start implementing client protection or want to develop their existing practices further.