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).
Staffing levels at the prudential regulator will rise and consumer advocates will be given more cash under new measures outlined in Tuesday’s budget...
The commercial law firm has signed on to partner with Australia’s leading technology and innovation event for financial advisers. ...
Insurers and industry bodies are urging life insurance clients to get a COVID vaccine as soon as possible, amid social media speculation that getting ...
Get notifications in real time and stay up to date with content that matters to you.
