How data-led working practices can help you better prepare for interest rate changes
David Wressell, senior manager at Twenty7tec, explores how advisers can utilise data-led working practices to identify trends, prepare for interest rate and product rate changes, and enhance client communications.
The learning objectives for this article are to:
- Understand the importance of data in identifying working trends.
- Explore how employing data-led working practices can help your firm prepare for scheduled events, such as interest rate changes.
- Recognising how vital data-led working practices are to future success.
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