CP Pathway Webinar #8
Why Clients Insights Matter, and How to Use in Decision Making
Financial service providers increasingly collect data on their clients—through surveys, complaints mechanisms, and operational systems. However, a key challenge remains: how to translate this data into meaningful insights that inform decision-making and improve client protection in practice. This webinar explores why client insights are essential to effective client protection and how institutions can move beyond data collection to actively use insights in shaping products, services, and internal processes. It highlights how understanding clients’ behaviors, experiences, and constraints is critical to ensuring that financial services truly meet their needs and protect them from harm.
Speaker Guests:
Cheriel Neo, Head of Impact, Gojo & Company
Arya Murali, Impact Lead, Gojo & Company
- Download the presentation in English.
Client Protection Pathway Implementation Series
The Client Protection Pathway describes the steps that a financial service provider can take to implement the client protection practices necessary to avoid harming clients and communicate this progress to investors. The Pathway gives providers a roadmap for implementing the Client Protection Standards and helps them stay on track.
Protecting your clients is essential to your business and to their welfare, but it is not easy. At every step on the Pathway, we have resources and support ready for you. When you join the Client Protection Pathway, you join a global network of people who are committed to client protection.
We encourage all financial service providers on the Pathway to implement better practices by learning about critical client protection topics covered in our Implementation Series. Signing up to the Client Protection Pathway signs you up to the series. You can find recordings and presentations from past events here.