Customer Tax Reporting

Financial Services - connected?

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A global changing regulatory environment as well as increased client demands in relation to reporting and transparency have brought private client tax services into sharp focus.

Customer Tax Reporting is becoming increasingly important, driven by customer demand and regulatory influences. Many financial institutions are now focusing their attention on this area, taking a fresh look at personal tax services and how they link in with the wider customer experience, especially for high net worth and ultra-high net worth customers, along with looking at ways to enhance the overall customer experience by reducing risk, managing quality and costs.


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