How can brokers take full advantage of the new CDR rules for trusted advisers?
In this session, discover what the new CDR rules mean for you and uncover how you can harness open banking to gain instant access to a comprehensive, verified and up-to-date view of your customers’ finances in a cyber-safe environment!
Learn how you can engage clients at the RIGHT time as we share how open banking and rich data will enable meaningful client experiences, manage risk and increase engagement
This content is available exclusively to
The Adviser premium members.
In this short and sharp session, you will learn:
- What is CDR, why was it introduced? how is it regulated? and, what will this mean for brokers, lenders and consumers alike?
- Open Banking - Learn how open banking can enable instant access to a comprehensive, verified and up-to-date view of your customers’ finances
- Automation - Harness rich data to assign income, spend categories, assets and liabilities
