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PBs should proactively engage less active clients via collaboration: Canopy

Relationship managers tend to adopt a reactive rather than proactive approach to less active clients who could be better served through effective collaboration between RMs, investment counsellors (ICs) and digital tools, according to Canopy COO Michiel van Selm. “When it comes to dealing with less active clients, what I see is a reactive approach driven by either client initiative —…

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