Ensuring Client Level Transparency

Ensuring transparency should not be a one-time activity but should be incorporated along the customer journey. In this webinar series, the panelists will emphasize the importance of communicating across all touch points with clients, and what should be communicated at each touch point.

Client Protection Pathway Implementation Series

The new Client Protection Pathway launch provides an opportunity to take stock of how we put clients at the center of our work. To support financial service providers to continue to upgrade their client protection practices, SPTF-CERISE is hosting the Client Protection Pathway Implementation Series in 2021 and 2022. Participants will learn and discuss the specific practices and policies that support good client protection. The series is specifically designed for small and medium-sized financial institutions that want to start implementing client protection or want to develop their existing practices further.