Industry

CRM2: Top three things for advisors to do before 2017

Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at the CRM2 Breakfast Seminar, third edition at the Arcadian Court in Toronto.

Susan Silma

Susan Silma

Susan Silma is a lawyer and former regulator with a deep understanding of the client perspective. She is passionate about simplifying and humanizing the client experience in financial services, while navigating the complex regulatory environment and promoting compliance.