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
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