Parmenion x the lang cat

We spoke to Parmenion’s Chief Marketing Officer Sarah Lyons and others on next steps in quantifying the impact of poor service.

The impact of poor service

/ The Summary

In our Answering the Call paper back in May, we proved that the advice profession experiences service in a range of different ways but that it also – understandably – doesn’t trust the data available to it to make better, informed decisions. We want to try and do something about that. We’re working with Parmenion to come up with a solution.
 
We spoke to Sarah Lyons, Chief Marketing Officer at Parmenion, Marie Meagher of Dharmea Financial Planning and Kate Shaw of Financial Life Planning to find out more about that solution and what we could do next.

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Parmenion x the lang cat

December 13, 2023

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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.