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Wealth Dynamix


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Compeer Compliance Conference: Unlocking the transformative potential of GDPR

John Beloe, our Senior Product Consultant, spoke at the Compeer Compliance Conference, taking a very interesting approach to how firms should tackle GDPR.

According to John, “GDPR should be viewed as an opportunity to address clients’ transparency and privacy expectations”. He went on to provide 3 key practical steps to unlocking this regulatory change’s potential; Go Digital, Adopt Automation and Use Intelligent MI.