AEB Consulting Scotland believe Financial Services Providers are constantly looking to Improve their services & support to their clients. They rely upon their specific expertise, they are trustworthy, are ethical in all that they deliver for their clients and should be confident to boast reliable reputations in their market.
It is therefore imperative that their Internal Process or Practice Management Systems compliment their day to day service delivery both internally and externally with efficient use of their staff time across the whole organisation. Compliance, Privacy, Management of Sensitive Financial Information and Data Protection (GDPR) are Specific and Crucial Components that work in conjunction with a robust, cost effective Records Retention Plan.