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