2004 was very much the year of the IFA, with outstanding entries from all the shortlisted advisers. Those who did make the shortlist were a long way ahead of other entries. Despite vastly smaller budgets than their competitors, certain advisers have consistently achieved significantly more bang for their buck than product providers, with far more cash at their fingers.
Technology has increased customers’ expectations of service levels and the shortlisted entries have all seen the real returns a keen focus on technology can give.
Last years winner, Positive Solutions, takes gold for its outstanding IFA technology solution. A simple-to-use service that enables advisers to manage clients effectively, this technology offering has been key to the successful growth of the firm. This firm has built its business around technology and a strong growth in adviser numbers has been achieved while still turning in a profit. Positive Solutions is the benchmark for technology for IFAs.
thomsons online benefits achieves a ranking for the second year running for its employee benefits offering that has been delivering real volumes of business electronically. The firm’s workplaced solution has seen employers reporting 93 per cent staff take-up of benefits. This year thomsons online benefits has really given Positive Solutions a run for its money.
Bankhall takes third spot for its portal-based client management and transaction service. The system offers compliance services and links through a branded service of The Exchange service for quotations and new business transactions.
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