We often hear that regulation places a burden on banks, but that is looking at things from the wrong side of the mirror. Regulation is in place to protect both banks and their clients, and it should be treated as an enabler, not a hurdle. Still, for private banks, which often operate across multiple countries, meeting multiple regulatory requirements set by multiple jurisdictions can be a challenge. How do private banks manage to stay on the right side of the regulators, while keeping the administrative burden to a minimum and their client relationships relatively free of red tape and cluttered…
Only the best wealth management CRM can meet today’s regulatory challenges
Only the best wealth management CRM can meet today’s regulatory challenges
