Sam started her financial services career in regulation, serving her time in both retail and wholesale markets regulation. In 2000 she moved industry side and before joining the lang cat in 2012 worked in compliance, then marketing communications for two life companies and as a freelance copywriter. Sam has been the lang cat’s COO since 2019, first alongside client work and now on a full time basis. If asked at a dinner party, she ‘herds cats for a living’.
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.
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.
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.
