News & Events

Forrester publish ‘on-line advice’ report

Alyson Clarke, Principal Analyst and author of ‘Why financial company websites need online advice tools’ 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

For a copy of this report please contact us or your Client Director.

Forrester is holding a teleconference on the 12 March 2008 around Making on-line advice work

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06/03/08