'Re:Platforming' - How will platforms bring advisers and clients up to speed?

Our series continues

Tom Ellis
clock • 3 min read

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...

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