Mention correspondence to many experienced professionals in Wealth Management, and they can rattle off numerous failed or painful projects to deliver change with one of the most important interactions with customers.

We take a look at why correspondence is so important, why it frequently goes wrong, and how we tackle correspondence projects at Simplify Consulting in order to deliver tangible benefits to our clients.

For more information on what we do at Simplify Consulting, please click here or get in touch.

Nick Clarke

Head of Frameworks