Roundtable 4: Personalisation of content for clients; improving the content you deliver



Personalising content to improve service delivery to clients is a time-consuming process, does this contribute to the development of better client relationships and increase business opportunities?

  • How can you personalise a report to include information specific to a client?
  • Are there tools on the market that can assist with flagging content relating to a specific client?
  • Is GDPR compliance a barrier to the customisation and utilisation of content for your clients?