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?
In this 12-page paper we take a look at ASI’s updated MyFolio Lookthrough Tool.
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.
