PLATFORMS THROUGH THE LOOKING GLASS

If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years ago, wouldn’t be able to get a Glastonbury ticket for love nor money and would be seriously confused at the concept of a telephone that’s […]

PLATFORMS THROUGH THE LOOKING GLASS

If it was a human, the platform sector would be studying for its A levels (or Highers, if it lived in Scotland). It would have started drinking about two years ago, wouldn’t be able to get a Glastonbury ticket for love nor money and would be seriously confused at the concept of a telephone that’s […]

Learning the language of risk

I recently spent a couple of days with one of our PR clients, Paul Resnik from FinaMetrica. For those who don’t know FinaMetrica, they specialise in helping financial advisers and their clients understand investment risk tolerance through tools and educational material. One of the things we discussed was the language of risk and the fact […]

Innovation or indecision. We decide.

Reading the FCA’s Project Innovate feedback statement over a cup of tea this morning triggered some lively debate at lang cat port authority about life, the universe and how financial services has changed (or not, depending on your point of view) in the past couple of decades. We were quite excited to see Amazon, along […]

Innovation or indecision. We decide.

Reading the FCA’s Project Innovate feedback statement over a cup of tea this morning triggered some lively debate at lang cat port authority about life, the universe and how financial services has changed (or not, depending on your point of view) in the past couple of decades. We were quite excited to see Amazon, along […]

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.