Investors require greater access, collaboration and responses from you than ever before and in times of uncertainty, such as the pandemic, trust can be destroyed or dramatically enhanced by the right communications systems and working practices. Meanwhile regulatory burdens are unlikely to shrink. To meet these conflicting demands and obligations without the leverage of technology is non-viable. Correctly applied however, CEBP allows you to scale client engagement across multiple modalities for better client satisfaction, with compliance running silently in the background.

In this white paper we look at the combination of technological, rules based workflows and the human factors required to meet your obligations and objectives, while minimising the tension between the three. We then set out practical steps to help you start the transformation journey to standardise your global compliant communications system, using mobile as the central element.