If you would like copies of any of the papers detailed below, please contact us.
This book covers everything you need to know about succeeding in retail financial services in the future, including getting your proposition right, segmenting your clients, bringing your services to market, how to price your fees, the technology you will need to support your business and much more.
“The solution we found was Dynamic Planner® from Distribution Technology. Whilst designed as a Financial Planning tool, this software contained the two elements we needed in the form of a risk profiling system and asset allocation tool. Crucially, the two were fully integrated, so there was no more judgement calls required to match up the two different elements….
Celent’s report from February 2009, written by principal analyst Isabella Fonseca, ranks Distribution Technology as a leader in front office wealth Management technology within Europe.
“Complicated financial products confuse most consumers, yet only 29% of Europeans say they rely on financial advice from professionals. Outdated methods for delivering advice are largely to blame, failing to cost-effectively deliver the right advice at the right time to the right customers. Financial services companies need to embrace the Internet for advice as they have done with other products and services.
Online advice tools can not only help clients achieve their financial goals but can also reduce the cost of delivering advice and make the advice given more relevant.”
“Financial services Web sites need online advice tools to give customers the financial advice they desperately need. If executed properly, advice tools can help firms build trust, reduce costs, improve the overall customer experience, and make advice more relevant.
But many financial services companies failed to reap the rewards of previous attempts to implement these tools in the early 2000s. To get it right this time around, firms must learn from the past, understand the human advice process, and incorporate eight critical features.”
Asset modelling has not only survived ‘the storm’ but emerged as a powerful tool for advisers to describe the level of investment risks and potential returns faced by their clients. This report shows how DT’s model has successfully performed against a backdrop of the extreme market conditions of the last 18-24 months. The forward is by AKG, the independent actuarial consultants.
This adviser survey assesses the value added by Dynamic Planner. The survey covers:
Assisted Purchase Whitepaper
The Future of Distribution whitepaper