It is quite common these days to read in the press that implementing the RDR will rely on the improved use of technology. One good example is Richard Mein's article in Professional Adviser published on 18 November.
Assuming that technology is a "given" , what advisory businesses could really do with now is some practical help as what they could do to assist with their RDR transition preparations. For example, if you want to segment your customers and develop specific service propositions for them, which segments do you choose, what do those propositions look like and how much might they cost?
We've been considering these issues at Distribution Technology and we've come up with some ideas. We've put together some suggested propositions for a variety of target customer segments, from the mass matket to the ultra high net worth. We'll be publishing this as a white paper next month and we're giving you advanced notice to reserve your copy. To find out more about 'sharing the problem', please contact us.
Shelley Robertson
Marketing Manager
Our thoughts on financial planning and front office technology
Friday, 19 November 2010
Monday, 1 November 2010
Autumn preparation for RDR
Dynamic Planner's autumn release is now live and helping advisory businesses plan, sell and service their customers even more successfully ahead of RDR.
We have extended our award winning financial planning tool set with a powerful new pensions consolidation tool (more on this in the next few weeks) and our first valuations integration with Ascentric the whole of market wrap. We have also added new easy-to-use wizards to aid customer set up, workflow and fact finding.
Financial Adviser recently ran an article on Chartwell's use of Dynamic Planner over the phone to service those customers where it was proving unprofitable to support them face to face. In combination with the Ascentric integration Chartwell advisers are able to provide plan, sell and service their customers using a single easy-to-use application - ideal preparation for RDR.
Shelley Robertson
Marketing Manager
We have extended our award winning financial planning tool set with a powerful new pensions consolidation tool (more on this in the next few weeks) and our first valuations integration with Ascentric the whole of market wrap. We have also added new easy-to-use wizards to aid customer set up, workflow and fact finding.
Financial Adviser recently ran an article on Chartwell's use of Dynamic Planner over the phone to service those customers where it was proving unprofitable to support them face to face. In combination with the Ascentric integration Chartwell advisers are able to provide plan, sell and service their customers using a single easy-to-use application - ideal preparation for RDR.
Shelley Robertson
Marketing Manager
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