Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
Close
Enter at least 3 characters

Search

Hold down "Control", or "Command" on a Mac, to select more than one.
Login / Signup
Newsletters

Open-Source Library

All documents are classified in different categories. Click on the category in order to view it's documents


Suitability and record of advice

View All items For Complaints dismissed

View All items For Complaints upheld

Back to top
Working Smart

By Lee Rossini

In short, agility is the ability of a business to respond quickly and effectively to a change in operating conditions, for example, changes in client expectations, technology, regulation, competition and economic conditions. It does not simply mean moving faster. True agility means being able to make informed decisions quickly, adapt priorities and processes, and introduce new products or services without compromising financial stability, regulatory compliance or client trust.

Read more...
CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.