Integrating the IFA - Market Research Reports - Research and Markets

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Integrating the IFA

Description:

The UK IFA (independent financial advisor) market is in a state of considerable flux at present. IFAs are faced with the prospect of an industry shake up, with the FSA proposing to end polarization as it exists in today’s market. If this occurs it will transform the dynamics of the market, redefining the positioning of IFAs. The following executive report examines the developing market for IFAs coupled with the technologies opportunities that exist for vendors.

Contents:

ACTION POINTS

Outline of the Executive Report

Three key things you need to know about the IFA market

Product providers must formulate a clear business and technology strategy for their IFA relationship. They must balance IFAs with other channels to market in order to remain competitive.

Specific IFA platforms must push forward in building transactional functionality to facilitate the straight through processing (STP) of new business.

Technology vendors providing point of sale advice software, STP enablement, EAI and EIP solutions should pursue the IFA integration space vigorously, as it presents a considerable technology catch-up opportunity

Justification

The IFA Proposition

Challenges to the IFA channel

Technology will be key to improving the customer experience

Insustry portals will battle it out against IFA extranets

But top tier L&P players cannot afford to delay investment in IFA extranets

THE FUTURE DECODED

The future for the market

Three trends for the future

The IFA market will continue to be robust, and both product providers and IT vendors must formulate clear strategies for technology enabling IFAs.

Portals will take longer to develop the optimum level of functionality required by IFAs than individual FSIs extranets.

Both industry portals and extranets will continue to develop but with differing strengths, they will service different IFA need.

APPENDIX

Further reading

Contact the Author

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