SERVING THE NEXT GENERATION OF WEALTHY CLIENTS

#iresslive2016

WHAT WE’LL COVER

• 5 SECONDS ON WHO WE ARE!• 10 SECONDS ON THE STATE OF THE PLATFORM

NATION!• A BIT LONGER! ON THE EXCITING WORLD OF

ROBO!• BUT MOSTLY! WHAT DOES AN ADVICE FIRM

AIMING TO SERVE THE NEXT GENERATION OF WEALTHY CLIENTS NEED TO LOOK LIKE?

WHAT’S A LANG CAT ANYWAY?• WE HELP COMPANIES BUILD BETTER• WE HELP COMPANIES TALK BETTER• WE DO MARKET INSIGHT• WE PUBLISH RESEARCH• WE DO PR• WE DO MARKETING COMMUNICATIONS• WE ARE 12• WE ARE 5• WE ARE (ALMOST ALL) LEITHERS

ADVISED PLATFORM MARKET

Total AUA £262bn March 2016

…BUT D2C IS DIFFERENT

Total AUA £130bn March 2016

AH, BUT IT’S ALL ABOUT ROBO-ADVICE NOW, ISN’T IT?

WHO ARE THE ROBOS REALLY?

INDUSTRY CAN’T MAKE ITS MIND UP

THE REALITY?

WE ESTIMATE THAT THERE IS NO MORE THAN £200M IN ROBO-ADVICE PROPOSITIONS

HARGREAVES ALONE HAS £2.3BN OF NET INFLOWS IN Q1 THIS YEAR

oh.

D2C IS HARD

• Customer acquisition and engagement is where the battle is won and lost• Do people even know what they are looking for?

• Ease of access & execution, blending online, telephone, face to face

• Acceptable/exceptional service levels. A few small to medium players struggling with this.

• Brand reassurance and confidence, with media visibility

• Use of data and database quality for CRM & marketing essential, especially for digital distribution

WAR GAMES

• What if someone gets robo right?• <50bps advised TCO about

to launch• Vanguard?

• What if the banks don’t screw up (again)?

• If you were starting from scratch today, what would you do?• Is legacy tech holding you back?

DIGITALLY ENABLED ADVICE

CLIENT ACQUISITION

DATA CAPTURE & FACTFIND. KYC/AML

INFO GATHERING

ADVICE PREP & SUITABILITY

ADVICE DELIVERY

IMPLEMENTATION

QUESTIONS?