http://www.at8group.com/2011/11/11/looking-into-the-crystal-ball/ Business Improvement Propositions Tue, 15 Nov 2011 13:33:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 http://www.at8group.com/2011/11/11/looking-into-the-crystal-ball/#comment-27 Stephen W Roach Tue, 15 Nov 2011 13:33:00 +0000 http://www.at8group.com/?p=2514#comment-27 You have read the crystal ball extremey well. Collective wisdom would state that the key proposition has to be fully "integrated". Ideally this should encompass all the main aspects of retail client servicing. To include:- Client Profiling - Advanced Financial Planning & Administration. Client Profile analysis & reporting. Unfettered open market research and analysis. Common trading platform for transacting business. Client portfolio reporting and administration. Back office ongoing administration. An inteegrated system should further accommodate the next generation of development to allow clients access 24/7 together with the oppoortunity to self transact where and when appropriate. Having educated the adviser - educating the consumer now has to be a fundamental aspect.. You have read the crystal ball extremey well. Collective wisdom would state that the key proposition has to be fully “integrated”.
Ideally this should encompass all the main aspects of retail client servicing.
To include:- Client Profiling – Advanced Financial Planning & Administration.
Client Profile analysis & reporting.
Unfettered open market research and analysis.
Common trading platform for transacting business.
Client portfolio reporting and administration.
Back office ongoing administration.
An inteegrated system should further accommodate the next generation of development to allow clients access 24/7 together with the oppoortunity to self transact where and when appropriate.
Having educated the adviser – educating the consumer now has to be a fundamental aspect..

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