Graham Swan: Six steps to avoiding re-platforming pain

Fail to prepare and …

Graham Swan: "Often, we see firms buying an efficient, reliable solution like the platform equivalent of a VW Golf but then expecting it to behave like a Ferrari."
Graham Swan: "Often, we see firms buying an efficient, reliable solution like the platform equivalent of a VW Golf but then expecting it to behave like a Ferrari."
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The retail client is evolving, writes, Graham Swan, meaning platform disruptions are more likely to prompt both advisers and clients to consider switching providers - although the good news is this can be prevented

Suspended log-ins, delays in income payments to clients, spiralling costs, aggrieved advisers and long-lasting brand damage - migrations and re-platforming projects have become essential but high-stakes...

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