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  • 2017-02-17 12:31:41 How can small businesses make the most of marketing automation?

     Marketing automation is a term you’ll be familiar with. But it can be used to cover a wide range of automated techniques and systems.

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  • 2017-02-03 16:17:51 The FCA plans to make advisers record sales calls: what you need to know

       You may have read that one of the FCA’s proposals under MiFIDII is to make advisers record phone calls with contacts – including business development calls.

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  • 2017-02-17 15:11:53 How to convert client care promises into action

       Advisers need to back up their client care claims with action. That’s the theme of an article in New Model Adviser this week. The piece focuses on the importance of putting your customers at the...

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  • 2017-01-31 12:19:54 How much are you paying for your board portal?

     Whether you already have a portal-based approach to board papers, or you’re currently assessing systems with a view to buy, cost is likely to be a significant factor.

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  • 2017-02-07 16:09:37 6 board pack mistakes you don’t want to make

     Your board pack has the potential to be a powerful document. Cutting through the detail of your business to give your directors an incisive insight into current performance, strategy and challenges.

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