Tag:
Financial Services
News
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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News
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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News
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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News
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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News
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
