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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.
Extract from “Get the Adviser Advantage” written by Nick Bamford and Martin Bamford, directors of Informed Choice.
“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….
“The combination of the financial planning strengths of Dynamic Planner® with the more comprehensive POS and client management capability of Dynamic Point of Sale® is a mixture that provides real business benefits to advisers and organisations looking to transform and grow their business ahead of the potential regulatory changes in 2012. DPOS is well worth investigating further for any firm with 50 users of more as it offers such companies a consistency of process and advice that will be hard to rival from other vendors.”
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 Outdated methods for delivering advice are largely to blame, failing to cost-effectively deliver the right advice at the right time to the right customers.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.”
“Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up’ provides a rapid and valuable ‘first step’ assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up’ delivers this in a convenient and intuitive manner.”
- Robin Willison, Head of Advice Sales at LV=
