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On Demand: Redefining risk profiling - Where compliance meets meaningful client outcomes

Is your risk profiling process costing you clients?

Every minute spent juggling risk profiling tools is a minute not spent growing your business. While advisers waste 25% of their administrative time on disconnected systems, ambitious competitors are streamlining their processes and winning more clients. 

Integrated risk profiling isn’t just about compliance – it’s about delivering meaningful client outcomes. Streamlining your approach is critical to your business growth.

Join our resident adviser tech expert David Scholes, on Thursday, 28 November for a live, interactive 45 minute webinar. 

What you'll take away:

  • How to align your risk profiling processes around the FCA good practice recommendations
  • Ways to streamline your risk profiling process
  • Exploring the future of risk profiling and how this will evolve over the coming years

Live demo: See how the unified risk profilers of FE CashCalc and FE Analytics work together to streamline your advice process while strengthening compliance.

The details:

  • Date: Thursday, 28 November
  • Time: 10:00 GTM
  • Duration: 45 minutes
  • Speaker: David Scholes, Head of New Business, FE fundinfo