How do those groups currently re-platforming plan to bring both advisers and clients up-to-speed and ready to use their new services with ease once the project is finally completed? Tom Ellis investigates
With the re-platforming cohort offering different levels of change to their user experience as they migrate to new or upgraded technologies - as explored earlier in this series - some platforms will have to offer more extensive communication programmes than others to help users acclimatise to their new surroundings. And, while the lang cat market analysis manager Terry Huddart believes most advisers do not care about launch dates and delays "until things get real", he suggests the few months leading up to a new platform going live is when specific training and clear communication is nece...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
