"The F&TRC provides an excellent forum for informed discussion and exchange of views between Advisers, Providers and Fund Managers, and Software Providers. This interaction is invaluable for cross functional dialogue in today’s changing market where technology is the driver for improved efficiency. Industry knowledge and IT experience is a powerful combination and the F&TRC has an abundance of both."
- Adviser Forum is an environment where the major adviser and product provider firms can meet to discuss key business issues and identify how to address them co-operatively.
- It focuses on improvements to business processes, achieving cost savings and service enhancements.
- Solutions to these issues will, for the most part, be found through the use of technology however discussions are not restricted to technology solutions alone; issues are addressed from a business perspective.
Principles
- Adopting a collaborative approach to agreeing priorities and future strategy
- Sharing of industry wide non-competitive information
Principles
- Agree the key business issues, priorities and identify a co-ordinated approach - agree how technology can be used as an enabler
- Accelerate the adoption of services which transform business by working to a common and prioritised agenda
Benefits
- Hothouse environment where issues critical to distribution are identified
- Achieving critical mass to steer implementation of agreed priorities
- Improve customer service and efficiency of the market
Details of the current Adviser Forum membership can be found at http://www.adviserforum.org/current_members/AFMembers.pdf.