We teamed up with our friends at Origo to ascertain the real impact of the Letter of Authority logjam. With over 200 survey responses, alongside several in-depth interviews, we launched a Whitepaper, “LoA Process: Just Fix it Already”. This webinar discussed the findings.
Origo and the lang cat discussed key findings from the Whitepaper and were joined by 4 industry expert panellists, to bring balanced views from adviser and provider perspectives.
Our industry panellists:
Daniel Howard, Onboarding and Support Leader – Complex Advice, Skipton
Michelle Davis, Customer Service Experience Manager, Nucleus
Andy Clark, Senior Manager – Scripts, Evelyn Partners
Download the report
download hereWebinar link
Watch here
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.
