3 articles tagged with "Compliance"
A practical GDPR compliance checklist for small UK businesses using a CRM. Lawful basis, retention, subject rights, and what the ICO actually expects.
David White 9 min read Practical CRM tips for solicitors and small law firms covering client intake, case tracking, compliance, and referral management.
Jonny Rowse 11 min read Practical CRM tips for financial advisers and IFAs, covering compliance, client segmentation, review scheduling, and pipeline management.
Jonny Rowse 10 min read