/ The Summary

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. Why do we so frequently combine a whole load of service-related activities into a single rating or award? Why has that gone on for so long? Does it help the people they’re aimed at? Can we make things better?

On June 8th, we launched our paper looking at all things platform service, supported by abrdn and we discussed the results in this webinar.

 

/ Book Now

Answering the call?

Online

June 8, 2023

 

 

/ Schedule

n/a

 

 

 

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/ Event videos

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.