Portal links will expediate business

This week's Investment Week Articulate page sets out the value of having a client support staff, and...

This week's Investment Week Articulate page sets out the value of having a client support staff, and also how it is important to respect and motivate your staff. If there's a subject you'd like to see explored on this page, please email: [email protected] Portal: it's one of those words that has seeped into the financial services vocabulary. There are lots of them and they aim to expand, improve, facilitate and expediate an intermediary's dealings with product providers. However, there is another portal that is a little less obvious but of potentially greater benefit: it is...