Three major enforcement actions provide direction. Consumer complaints represent a key barometer and indicator for UDAAP issues, advises author Lyn Farrell.
Remote channels have become the primary method to apply for new accounts, insurance policies, loans, and to get financial advice. But, research shows that consumers turn to channels where they can receive human help and assistance for complex financial activities.
How can organizations deliver a personal touch in a remote, non-face-to-face world? What tools do advisors and agents need to drive digital customer engagement – virtually?
Download this ebook to learn how to recreate the power of the face-to-face meeting in your to end-to-end digital processes.
