Financial Advisors' Views Of Service

By Author: Manjula Menon
Total Articles: 1486
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A survey based study examining how aspects of provider service are affecting the business of financial advisors in the UK. The report gauges how well providers are supporting IFAs to minimize the time spent on administrative tasks and allowing them to concentrate on core competencies.

Scope of this report

A It proprietal survey of 100 UK IFAs revealing their views on providers' service offerings and elements of service.

In-depth analysis of the impact of providers' service on the efficiency of the IFA business model.

Reveals IFAs attitudes towards the service offered by life companies and mutual fund providers in the UK.

Research and analysis highlights

This report identifies & analyses key issues relating to providers' service offerings to IFAs. Advisors prefer to conduct business on the telephone rather than online. An assessment of how well providers are harnessing the full benefit of their expensive investments is important, particularly for service efficiency & considerable cost saving.

Key reasons to read this report

Gives access to It's proprietal survey ...
... of UK IFAs from Q1 2008.

Gives detailed assessment of IFAs' views of life companies and mutual fund providers and their service offerings.

Helps clients design their service proposition to meet the needs of IFAs, providing knowledge of the most likely service aspects to be demanded.

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