Are you being served?

On the way up from London the other day, I was flicking through the in-flight magazine and there was a feature on a British based luxury phone maker. In the feature, the CEO was talking about his business being completely customer focused. He says his business is driven by his customer’s needs and desires. It’s […]

Are you being served?

On the way up from London the other day, I was flicking through the in-flight magazine and there was a feature on a British based luxury phone maker. In the feature, the CEO was talking about his business being completely customer focused. He says his business is driven by his customer’s needs and desires. It’s […]

No victims, only participants in this price war

I’ve been banging on a bit on twitter recently about not being in favour of the Great Direct Platform Price War. However, thinking more about it, I’ve come to the conclusion that the actual price war is fine. It’s the narrative in the media that is the problem. For me, a narrow focus on price […]

No victims, only participants in this price war

I’ve been banging on a bit on twitter recently about not being in favour of the Great Direct Platform Price War. However, thinking more about it, I’ve come to the conclusion that the actual price war is fine. It’s the narrative in the media that is the problem. For me, a narrow focus on price […]

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.