Case Study

A Business Driver, Not Just a Compliance Tool

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Since the modification of an amendment to the AMF rules in Quebec in 2013, conducting a financial needs analysis has become mandatory before each sale of an insurance products. For advisors, effectively performing FNAs has become a major issue in the growth of their business and for many, compliance is sometimes perceived as a threat to the development of their business.

Download this case study to find out how one of our clients has transformed her business through Kronos FNA and its convenient features that helps stay compliant at all times.

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