Data & Analytics
Wealth sector service providers have relied on large sales teams and traditional marketing methods to manage relationships with financial advisers and licensees. However, the rapid fragmentation of the advice industry is disrupting these long-held relationships, loyalties, and product and service expectations. With pressure to grow revenues while constraining expenses, distribution teams recognise that they have to leverage data to more efficiently remain abreast of the channel’s changing requirements and to more accurately target the right audience. Meanwhile, new regulatory obligations under the Design & Distribution Obligations legislation compel financial product manufacturers to better understand how advisers and licensees are placing their products with consumers.
Adviser Ratings has the richest and most current source of intelligence on the retail financial advice ecosystem to help firms stay in touch and to perform sophisticated profiling and segmentation for smarter targeting of advisers and advice businesses. The service is highly customisable to suit any scope and is delivered via secure file transfer protocol (SFTP) or application programming interface (API) into client customer relationship management systems, business intelligence tools, or enterprise risk management systems.