Daniel Crane

Daniel Crane

Recent Posts

Getting it right from the start: Taking a constructive approach to client integration

Posted by Daniel Crane on Aug 5, 2020 10:37:57 AM

Whenever a firm decides to work with a new Prime of Prime (PoP), there are a number of steps involved and various factors to consider. Firms – particularly retail brokers servicing their own end clients - may not realise that the way the PoP approaches their initial onboarding process, their technology integration and their continued, ongoing support, will all become key factors in the success or failure of their business and their ability to service their own end clients.