Abstract
Overview
Introduction
A survey based study examining how technology is integrated into the business
of financial advisors in the UK. The report gauges how well providers are
serving the technological needs of IFAs, particularly as more sophisticated
products develop.
Scope
- A Datamonitor proprietal survey of 100 UK IFAs revealing their views on
technology.
- In-depth analysis of the impact of technology on the efficiency of the IFA
business model and the varying levels of usage in the industry.
- Reveals IFAs attitudes toward life companies and mutual fund providers in
the UK.
Highlights
This report identifies and analyses key issues relating to technology take up
by IFAs, including their online usage of product or service offerings. An
assessment of providers' market position is important as more sophisticated
technological products develop.
Reasons to Purchase
- Gives access to Datamonitor' s proprietal survey of UK IFAs from Q1 2008.
- Gives detailed assessment of IFAs' views of life companies and mutual fund
providers and their technological offerings.
- Helps readers design their online proposition to meet the needs of IFAs,
providing knowledge of the most likely online services to be demanded.
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