FINANCIAL SERVICES:  Challenges and Opportunities

The difficult economic environment combined with fundamental issues such as fractured trust between clients and their financial services providers has resulted in unprecedented challenges for all sections of the financial services industry.

In addition, Banks, Credit Unions; Insurance Companies; Life Assurance Companies; Brokers: Financial Advisors all must now operate in an increasingly regulated environment, thus putting greater focus than ever on how advice is given, business is conducted, and services provided. This, in turn, further increases the challenges for providers, their front-end advisory teams and their support personnel in getting the balance right between technical and sales/customer service competencies.