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the lang cat at IRESS Live 2016

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IRESS
IRESS

At IRESS Live 2016, the lang cat discussed how you can best serve the next generation of wealthy clients.

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SERVING THE NEXT GENERATION OF WEALTHY CLIENTS #iresslive2016
WHAT WELL COVER 5 SECONDS ON WHO WE ARE! 10 SECONDS ON THE STATE OF THE PLATFORM NATION! A BIT LONGER! ON THE EXCITING WORLD OF ROBO! BUT MOSTLY! WHAT DOES AN ADVICE FIRM AIMING TO SERVE THE NEXT GENERATION OF WEALTHY CLIENTS NEED TO LOOK LIKE?
WHATS A LANG CAT ANYWAY? WE HELP COMPANIES BUILD BETTER WE HELP COMPANIES TALK BETTER WE DO MARKET INSIGHT WE PUBLISH RESEARCH WE DO PR WE DO MARKETING COMMUNICATIONS WE ARE 12 WE ARE 5 WE ARE (ALMOST ALL) LEITHERS
ADVISED PLATFORM MARKET Total AUA 贈262bn March 2016
BUT D2C IS DIFFERENT Total AUA 贈130bn March 2016
AH, BUT ITS ALL ABOUT ROBO-ADVICE NOW, ISNT IT?
WHO ARE THE ROBOS REALLY?
INDUSTRY CANT MAKE ITS MIND UP
THE REALITY? WE ESTIMATE THAT THERE IS NO MORE THAN 贈200M IN ROBO-ADVICE PROPOSITIONS HARGREAVES ALONE HAS 贈2.3BN OF NET INFLOWS IN Q1 THIS YEAR oh.
D2C IS HARD Customer acquisition and engagement is where the battle is won and lost Do people even know what they are looking for? Ease of access & execution, blending online, telephone, face to face Acceptable/exceptional service levels. A few small to medium players struggling with this. Brand reassurance and confidence, with media visibility Use of data and database quality for CRM & marketing essential, especially for digital distribution
WAR GAMES What if someone gets robo right? <50bps advised TCO about to launch Vanguard? What if the banks dont screw up (again)? If you were starting from scratch today, what would you do? Is legacy tech holding you back?
the lang cat at IRESS Live 2016
DIGITALLY ENABLED ADVICE CLIENT ACQUISITION DATA CAPTURE & FACTFIND. KYC/AML INFO GATHERING ADVICE PREP & SUITABILITY ADVICE DELIVERY IMPLEMENTATION
QUESTIONS?

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the lang cat at IRESS Live 2016

  • 1. SERVING THE NEXT GENERATION OF WEALTHY CLIENTS #iresslive2016
  • 2. WHAT WELL COVER 5 SECONDS ON WHO WE ARE! 10 SECONDS ON THE STATE OF THE PLATFORM NATION! A BIT LONGER! ON THE EXCITING WORLD OF ROBO! BUT MOSTLY! WHAT DOES AN ADVICE FIRM AIMING TO SERVE THE NEXT GENERATION OF WEALTHY CLIENTS NEED TO LOOK LIKE?
  • 3. WHATS A LANG CAT ANYWAY? WE HELP COMPANIES BUILD BETTER WE HELP COMPANIES TALK BETTER WE DO MARKET INSIGHT WE PUBLISH RESEARCH WE DO PR WE DO MARKETING COMMUNICATIONS WE ARE 12 WE ARE 5 WE ARE (ALMOST ALL) LEITHERS
  • 4. ADVISED PLATFORM MARKET Total AUA 贈262bn March 2016
  • 5. BUT D2C IS DIFFERENT Total AUA 贈130bn March 2016
  • 6. AH, BUT ITS ALL ABOUT ROBO-ADVICE NOW, ISNT IT?
  • 7. WHO ARE THE ROBOS REALLY?
  • 8. INDUSTRY CANT MAKE ITS MIND UP
  • 9. THE REALITY? WE ESTIMATE THAT THERE IS NO MORE THAN 贈200M IN ROBO-ADVICE PROPOSITIONS HARGREAVES ALONE HAS 贈2.3BN OF NET INFLOWS IN Q1 THIS YEAR oh.
  • 10. D2C IS HARD Customer acquisition and engagement is where the battle is won and lost Do people even know what they are looking for? Ease of access & execution, blending online, telephone, face to face Acceptable/exceptional service levels. A few small to medium players struggling with this. Brand reassurance and confidence, with media visibility Use of data and database quality for CRM & marketing essential, especially for digital distribution
  • 11. WAR GAMES What if someone gets robo right? <50bps advised TCO about to launch Vanguard? What if the banks dont screw up (again)? If you were starting from scratch today, what would you do? Is legacy tech holding you back?
  • 13. DIGITALLY ENABLED ADVICE CLIENT ACQUISITION DATA CAPTURE & FACTFIND. KYC/AML INFO GATHERING ADVICE PREP & SUITABILITY ADVICE DELIVERY IMPLEMENTATION

Editor's Notes

  • #2: Mark Poulsen (Leeds & Edinburgh) or Michael Barrett (London & Birmingham)