Barriers, action plan identified by Adviser E-Enquiry

The barriers identified include a general lack of awareness of services that already exist; excessive complexity of services, such as password procedures and registration and overly lengthy ‘user guides’; and failure to implement suitable training and support policies within IFA firms. Shaun Crawford, insurance executive at IBM Global Services – one of the members of the initiative – says there is growing interest in adviser firms about how to do these things better, but without having to implementing major changes. This includes providing step-by-step help and not making assumptions ...