Major Distribution
With the impending RDR legislation, distributors will need to migrate from commission-led advice to an adviser charging based model which incorporates multiple remuneration options. This will have a huge impact on the way companies advise and transact business, as well as the technology they use.
With this ever changing shift within the financial services industry, businesses will have to morph their business models and provide a clear indication as to the services they offer.
With these forthcoming industry changes looming, potentially you could face numerous issues such as:
- how to migrate to an adviser-charging model incorporating fees
- how to provide a compliant service proposition to your customers
- consolidating technological functionality within existing infrastructures
- decreasing overheads whilst increasing time with your clients
- providing configurable and consistent processes across multiple advice types and advisers
IntelliFlo can help
Due to the web-based nature upon which our architecture resides, IntelliFlo has a range of solutions to assist you with meeting your needs, dependent upon your desired business model.
Whether you are a Network, Service Provider, Wealth Manager, Mortgage Distributor, Retail Bank or Building Society, we have the solutions to suit.
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