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Established in 1995, the Financial Technology Research Centre (FTRC) is a specialist consultancy advising a wide range of financial e-commerce and software companies, trade bodies and financial institutions on the use of technology in the personal finance market.
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FTRC produces e-Excellence Research and Ratings bringing clarity to the market by identifying those solutions that best meet adviser requirements. The Market Analysis and Proposition & Gap Research reports enable providers to understand what they need to deliver to meet those requirements by providing a complete picture of their own proposition and their standing in the market, helping them to understand where their focus for further enhancements, both now and in the future, should be. |
“Your Proposition and Gap research is invaluable in providing almost every element needed to present a business case for new e-developments. It defines the areas where the services need to be enhanced and even more important the priority aspects. This provides the route map and requirements for our e-Business developments. In addition, your scoring process provides, in my view, the best objective external measure available of the progress providers are making with their eBusiness Proposition”.
Chris Owen, Head of e-Business, AXA
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FTRC facilitates Adviser Forum – an environment where the major adviser, provider and technology companies meet to discuss key business issues and identify how to address them co-operatively by improvements to business processes, achieving cost savings and service enhancements. For the most part, these solutions will be found through the use of technology. |
“In a sector seeking to reduce costs, improve efficiencies and bring to market exciting new capabilities through IT as it’s core enabler, it’s essential that there is a place where competing IFAs, Providers and Technology companies can come together. The FTRC provides an essential forum for discussions and debate as well as producing key reports and research. It allows key stakeholders to move forward in a way that would not be possible if they all acted autonomously.”
Eddie George, Group IT Director, Lighthouse Group plc
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FTRC, via Adviser Forum, produces Automation Ratings, providing an objective measurement of a provider’s ability to supply e-new business services using straight through processing. Using adviser defined priorities for pre-population of electronic applications for protection, pension and investment bond products, ratings are produced identifying the extent client management systems, portals and providers re-use information. |
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Do you need more information about the e-Excellence Research documents? Summaries of each research project are available on the site. Visit the e-Excellence section for more information.
"As the Financial Services market evolves to better satisfy customer requirements technology becomes ever more important to the delivery of effective solutions. Given the rapid pace of market development, and increasing customer expectations, the FTRC e-Excellence research provides a rigorous, thorough and objective framework to benchmark the quality of available solutions. As such it is indispensable for both providers and advisers."
Robert Wyllie, Market Director, Corporate Pensions – Scottish Widows
Read more testimonials on the e-Excellence Ratings
Automation Ratings, a new service launched by FTRC provides an objective measurement of a provider’s ability to supply e-new business services using straight through processing. More details will be posted on the site in the coming weeks, but companies wishing to find out more should email Poppy Morgan.
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