A real-world example of how outdated KYC processes can create unnecessary friction for RESP investors. TD cancelled my mutual fund purchase due to an outdated profile, requiring multiple verification interviews just to re-submit the order. A reminder of how legacy systems impact client experience. #RESP #CanadianBanking #KYC #FinancialPlanning #AICartoon
https://www.canajunfinances.com/2016/01/04/mutual-fund-order-rejected-again/


