Just a passing Sunday thought

Don’t worry, I’m not going to crowbar this round to something about platforms. Kurt Vonnegut, maybe my favourite author, once wrote: “Which brings us to the arts, whose purpose, in common with astrology, is to use frauds in order to make human beings seem more wonderful than they really are. Dancers show us human beings […]

Just a passing Sunday thought

Don’t worry, I’m not going to crowbar this round to something about platforms. Kurt Vonnegut, maybe my favourite author, once wrote: “Which brings us to the arts, whose purpose, in common with astrology, is to use frauds in order to make human beings seem more wonderful than they really are. Dancers show us human beings […]

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.