Financial Advisory Businesses
Financial advisers & support staff
Financial products reconciled p.m
Retail clients across the UK
Within the financial advisory industry today, and deeply entrenched within the regulations, is a snapshot approach to data capture (“as is” without metadata) that results in a static model for client suitability, portfolio evaluation and risk assessment.
In contrast, a dynamic approach to data capture and analysis can revolutionise the client experience, transform the industry value-proposition and transcend the current regulatory framework governing retail financial services.