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Financial Services

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Technology to Detect Vulnerable Client Business

Aptean, which provides complaints software to financial services firms, is investigating whether technology can understand human behavior to identify all…

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Spotting Vulnerable Customers: How Quality Assurance Can Help

A key way to identify less visible types of vulnerability is to review your customer service team’s cases. Reviewing cases, or carrying out Quality Assurance…

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The Debate: How Is Fintech Changing the Ways Financial Institutions Operate

A panel of experts including Aptean's Duane George give their thoughts on the ways technology is changing the ways financial institutions work. Read the…

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IFAS at Risk of Hefty Costs Without Robust Complaints System

Financial advisers could be faced with large costs if they fail to adopt a holistic system for handling complaints before next year’s reform, industry…

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The Blame Game: Complaints Handling in Financial Services

In response to the FCA’s complaints handling consultation paper, Aptean gathered an industry focus group to gauge reaction. While the participants agreed…

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Kristin Agnelli
VP, Global Marketing
(678) 806-8936


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