INSIGHTS
A selection of our research and articles.
Featured Insights
Protect Your Customer Base – It’s The Nucleus Of Your Value
By Harry Cruickshank Customers are expensive for FS firms: They are expensive to acquire – consider the total cost of marketing activities, incentives to join or switch and the costs associated with onboarding. They are expensive to lose – the loss of CLV (however...
Consumer Duty Is Good For Your Business (Honestly)
By Harry Cruickshank If you cast your mind back to when you were a child, you’ll surely be able to recall things that weren’t very appealing at the time but, on reflection now, turned out to be beneficial to you in the long run. Visits to the family dentist feels like...
Employee Expectations & Consumer Duty Compliance
By Emily Berridge “Understanding employee expectations helps with Consumer Duty compliance” Our recent article explained that taking an expectations-based approach to the changes required by the Consumer Duty (CD) will set you apart from firms adopting a minimal...
Adapting Leadership as the Business Evolves Lessons from the Royal Marines
By Rowan Jackson
Rowan Jackson, our chairman, offers his perspective on business success in this interview with Chris Simmance of the popular podcast ‘Business Tails’.
