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Adviser Forum is facilitated by F&TRC

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Adviser Forum is an environment where the major adviser and product provider firms can meet to discuss key business issues and identify how to address them co-operatively.

It focuses on improvements to business processes, achieving cost savings and service enhancements.

Solutions to these will, for the most part, be found through the use of technology however discussions are not restricted to technology solutions alone - issues are addressed from a business perspective.

AF Structure

Principles 
  • Adopting a collaborative approach to agreeing priorities and future strategy
  • Sharing of industry wide non-competitive information 
 
Aims 
  • Agree the key business issues, priorities and identify a co-ordinated approach - agree how technology can be used as an enabler
  • Accelerate the adoption of services that transform business by working to a common and prioritised agenda 
 
Benefits 
  • Hothouse environment where issues critical to distribution are identified
  • Achieving critical mass to steer implementation of agreed priorities
  • Improve customer service and efficiency in the market 

© 2009, F&TRC

 

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