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Mission:  
To maintain an understanding of e-commerce in intermediated financial product distribution in order to help facilitate greater market efficiency
 
Objective:
To be able to assist major players in identifying and achieving market leading e-commerce solutions

 

Adviser Focused

Collaborative

Provider Focused

 

Adviser e-Healthcheck

 

 

Objective measurement of adviser use of technology and e-commerce

 

 

Adviser Proposition Overview

 

 

Adviser Proposition Analysis

 

 

Adviser Forum

 

 

Bringing together major Advisers, Life Offices, Fund Managers, Fund Supermarkets, Wrap and Software providers to collaborate in the development and adoption of more efficient business processes

 

 

e-Excellence Surveys

 

Adviser requirements and market analysis

 

e-Enhancement Propositions

 

Provider specific proposition overview

 

Provider specific proposition analysis

 

Bespoke/Partnered services

 

Gap Analysis

Recommendations

Solutions

Implementation

 

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