Advisers from financial services provider Fiducian have banded together to form a group aimed at improving technology innovation.
According to a statement, Fiducian’s Platform Users Group will help drive completely automated straight-through processing (STP) to ensure client instructions are executed in the shortest possible time with no re-keying or errors.
Fiducian head of platform services Luke Grbin said five of the company’s advisers were the driving force behind the development.
“Planners are in the trenches so they’re the ones who are best-placed to tell us exactly what’s needed to deliver the best possible service on time, every time,” he said.
“They know what clients need and so they tell us what will ensure best service and compliance.”
Mr Grbin added that input from the Platform Users Group will help improve both its superannuation services and its Investor Directed Portfolio Services (IDPS).
The ifa Excellence Awards are back in 2021 and nominations are now open! This prestigious accolade recognises exceptional professionals within the financial advice industry, shining a light on the outstanding achievements from the nation's best and brightest. If this sounds like you or someone you know, then nominate today for the ifa Excellence Awards 2021!
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