Our thoughts

Busy crowd in street

Where are the target advice customers?

A significant population of viable affluent customers have yet to be effectively engaged by adviser. Assuring sufficient income and flexibility ...

Growing engagement in the advice marketplace

The last few years have seen some significant changes in the wealth market;  RDR, increased regulatory burden,  auto-enrolment and of ...

“Come yourself, or send no one”

Platform Action has made a strong decision to take every one of its consultants through Scaled Agile Framework (SAFe) training. ...

Mark Mortimer

Platform Action appoints Mark Mortimer as Client Account Director Mark, 50, has over 25 years experience within financial services from ...

Platform implementation shouldn’t be so hard

There has been lots in the press recently about re-platforming and the associated challenges surrounding data migration. Whilst data migration ...

Evaluating Customer Experience. Part 3. What?

What CX measures to track In the last two parts of this series we have looked at the why and ...

Evaluating Customer Experience. Part 2. How?

How to be a CX-led organisation In the last article we looked at the reasons why it is important to ...

Evaluating Customer Experience. Part 1. Why?

Why is CX so important to you? Leading brands and companies are already agreed that CX – Customer eXperience – ...

James Routley

Platform Action appoints James Routley as Head of Customer Experience. James, 47, has over twenty years of experience in digital ...

Investment Platforms: Who’ll win the constructors’ championship?

“Platforms are like Formula 1 cars,” says Richard Budnyj. “Choosing and building the right components and having the right team ...

Platform migration – the devil’s in the data

Richard Budnyj argues that, amidst all the talk about the death of platforms, selective platform migration is the only way forward. The ...

The death of platforms has been greatly exaggerated

David Howard examines whether we’ll see the death of platforms over the next five years – and the kind of changes we ...

Effective platform deployment: knowing when you’re match-fit and ready to start

Wouldn’t it be nice if the learning curve for implementing a platform could be reduced and there was a well-trodden ...

Phantom defects – what lies beneath?

Dave Howard reviewed some defect stats for a platform implementation just weeks away from go live and found that only ...

Why the old life company model just doesn’t work

The world of platforms has changed immeasurably since RDR, so what’s next for the various models on offer to advisers ...

Pension flexibility creates challenges

Platforms could arguably be the biggest winners from the last two Budget statements. But although changes around pensions are creating significant ...

Can your platform pass the scalability test?

The FCA is reportedly showing concerns over platform scalability, with rumours it is set to look at platform technology systems. ...

David Child

Platform Action appoints David Child as Non-Exec Chairman Platform consultant Platform Action has appointed the ex-managing director of 1st Exchange ...

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