For the second straight year, regulation sparked the top financial phrase: “Get ready for CRM2.”
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Second-runner-up phrase of 2014
Runner-up financial phrase of 2014
The regulatory behemoth is well into the implementation stage, but the biggest changes are coming over the next two years. Top minds in the industry suggest seeing the new requirements as an opportunity to enhance client relationships, rather than as one more pile of new rules to comply with.
Advisor.ca’s reporters and expert contributors have hit all the key angles:
Understanding CRM2’s performance reporting requirements
CRM will improve client decisions: IIAC
CRM2 could cause irrational client behaviour
Clients will gossip about bad service
CSA answers questions about CRM2
IIROC answers questions on CRM
Fee transparency boosts client satisfaction