We interviewed Chief level Front Office staff from Private Banks, Full Service Wealth Managers and Private Clients to gain insight into where inefficiencies lie and their vision for 'the front office of the future'.
Key findings include:
For more findings, read our detailed report.
Watch on demand: A panel of experts discuss how wealth managers can deliver a personalised service to multiple audiences and markets.
Developed with the Association of Mortgage Intermediaries (AMI) and the Intermediary Mortgage Lenders Association (IMLA), this report provides insight to lender best practice and the experiences of intermediaries in the UK mortgage market.
How do you solve the challenges of an ageing legacy system? We interviewed COO's to find out their views.
Our report looks at how the dust has settled following the introduction of pension freedom and all the choices we now have to try and achieve a sustainable income.
1,000 end investors were surveyed to gauge their views on the impact of Brexit. This report produced in association with Compeer our research partner gives you the key findings.
We tracked developments in the market over 12 months and compiled data from leading lenders to produce one of the biggest surveys into UK lending.
A recent report found that as many as 9 in 10 advisers feel threatened by robo-advice. We grabbed our film crew and interviewed advisers for their thoughts.
What does the future of financial advice look like? We asked real advisers for their views and how they think robo-advice will impact their business.
Insight into lender best practice and the experiences of intermediaries as they engage with lenders in the UK mortgage market.
We've analysed data from across IRESS digital products to share some key insights into daily investor activity and device useage.
We've tracked developments in the market over 12 months enabling lenders to benchmark their mortgage sales and originations systems and processes against the mortgage market as a whole.
The report marks changes in the 'at retirement' space, with a particular focus on the evolution of the annuity market, and how this is impacting decision-making and retirees' returns.