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Home / About Us / DT Update / Forrester publish report on ‘Why financial company websites need online advice tools’
Forrester publish report on ‘Why financial company websites need online advice tools’
06/03/2008 - Posted by Ali Clark - Add your comment
Alyson Clarke, Principal Analyst, states ‘Financial services companies need to embrace the internet for advice as they have done with other products and services.’ Distribution Technology is the only technology company referenced in this report, highlighting projects with AWD Moneyextra and the straight forward advice website for LV=.
Alyson goes on to discuss how:
- Consumers are not getting the advice they need, through the confusion that exists in financial product offering
- Current advice delivery methods are broken, and not profitable.
- Online advice tools can rectify many of the shortcomings. Consumers are increasingly using the web for managing their finances.
- The technology currently used fails to connect advisers to their clients
Please contact us or your Client Director, for a copy of this report to be sent to you.