Savings and Investments Intermediary Focus - UK - December 2012
“The savings and investment intermediary market is about to embark on a year of transition. The issue that will affect the market the most over the next 12 months is the RDR. Intermediaries are at risk of losing a proportion of their customer base which will impact revenues and many will have to adopt new business models and new technology in order to adapt to the changes. In order to survive this unprecedented market reform, intermediaries will have to focus on their customer relationship management skills and on servicing their clients to the highest possible standards.”
– Stephanie Absolom– Financial Services Analyst
Some questions answered in this report include:
- How can technology help intermediaries improve their offering?
- How can IFAs add value for their customers?
- Is the IFA market set to focus on outsourcing?
- How can intermediaries continue to service low-value clients?
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