Delivering Integrated Financial
            Planning
 A strategy for a unified customer experience
Contact Details

     Financial Technology
                                  Delivering Integrated Financial Planning
    ...
Delivering Integrated Financial Planning
Delivering Integrated Financial Planning
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Delivering Integrated Financial Planning

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Delivering Integrated Financial Planning

  1. 1. Delivering Integrated Financial Planning A strategy for a unified customer experience
  2. 2. Contact Details Financial Technology Delivering Integrated Financial Planning Research Centre e-Excellence Research Enquiries “Delivering Integrated Financial Planning” T: 020 7863 0863 Tel: 020 7659 2345 provides an overview of the full range of financial An integrated approach delivers: Ian McKenna planning tools that are available across both Director distribution channels and product sectors. By E: ian mckenna@ftrc co uk ian.mckenna@ftrc.co.uk defining an holistic tools set which will be appropriate to both new and existing channels, Instant results significant benefits can be delivered by supporting ensures a Samantha Smith compliant sale is Head of Marketing & Admin a wide range of routes to customers. made across all E: samantha.smith@ftrc.co.uk the retail products The document is constructed to allow the user to and distribution navigate using h i t i hyperlinks, enabling easy access t li k bli to channels h l areas of interest or specific tools as required: Select from the range of product sectors or Tools that can distributor channels accommodate multiple brands p and multiple channels Examine how tools are used within the product sectors or distribution channels The tool functionality can be tailored to the channel according to the complexity and depth required for that channel Detailed study of the tools, including objectives, output, benefits, sales opportunities, product areas and aggregation/reporting A pictorial example journey of how the tool can be used in the advice process Helps the whole sales process come alive and keep the customer’s interest and engagement at a high level through the sales process. “At a glance tables for both the product sectors At glance” tables, and distribution channels, colour coded to Price: £12,000 + VAT denote the complexity required for each tool Delivering integrated financial planning page 2
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