In financial services, compliance cannot be an afterthought. It needs to be baked into processes, and that includes processes for sales.
When compliance is front of mind, it can feel counterintuitive to tap into sales tech – tech that you imagine could open you up to data, privacy and security risk. But many of these tools are built to be compliant and are among the most effective at building the strong and fruitful relationships that are so important in financial services.
We have invited Hearsay – the experts in compliance tech – to share with us the best ways that firms can make the most of sales tools in a secure, low-risk way. Watch now for valuable insights to bring to your relationship-building strategy.
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