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Open banking can drive customer experience change
The implementation of the next open banking milestones could lead to a changing impact on the financial services sector in terms of customer experience, according to a ...
NEWS • Thu, 05 Nov 2020
ifa Client Experience Workshop 2020 Day 2: Defining the next level of client experience
An enhanced value proposition beyond traditional services is crucial to setting up a successful advice business for the next decade, an industry consultant has said.
NEWS • Thu, 29 Oct 2020
ifa Client Experience Workshop 2020 Day 1: Getting ready for the new norm of financial advice
The pandemic has accelerated digital engagement and clients now expect it more than ever from their advisers, in what has become the new normal for financial advice.
NEWS • Wed, 28 Oct 2020
Tech should enhance, not replace advice
The approach of using tech to enable, not replace, advice should be considered when shaping the elements of the future industry.
NEWS • Fri, 23 Oct 2020
Selling advice on value, not on price
By adopting a values-driven approach, advisers can close the value versus cost knowledge gap for financial advice and improve delivery of value for clients.
NEWS • Thu, 22 Oct 2020
How advisers ‘changed the game’ with clients in COVID-19
The pandemic has seen advisers adopt new communication and technology strategies that have improved the public reputation of the industry and positively impacted the ...
NEWS • Thu, 15 Oct 2020
Could consumer data be the key to bringing a financial plan to life?
Access to consumer data could transform advice practices and see financial plans become a living benchmark that improves our relationship with money, writes Dante De Gori
BLOG • Tue, 13 Oct 2020
The new normal of client engagement
The COVID-19 pandemic has accelerated digital engagement and the shift in client demands for financial advice is rapidly changing.
NEWS • Fri, 09 Oct 2020
How advice fees are evolving to meet client demands
Hybrid fee models are emerging as a popular choice for advisers looking to articulate value to clients demanding a more flexible service.
NEWS • Wed, 30 Sep 2020
