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Bringing together major
- Advisers
- Life Offices
- Fund Managers
- Fund Supermarkets, Wrap
- Software providers
to collaborate in the development and adoption of more efficient business processes |
- Adviser requirements and market analysis
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- Provider specific Proposition and Gap Analysis
- Bespoke/Partnered services
- Recommendations
- Solutions
- Implementation
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- Objective measurement of adviser use of technology and e-commerce
- Adviser Proposition Overview
- Adviser Proposition Analysis
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