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Benefits
Key benefits
CEO
CFO
CTO / CIO
Head of Proposition
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Case studies
About us
Watch a video
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Customer experience
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News
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Platforms
Dunstan Thomas Group acquires Platform Action
by
Platform Action
on
17th April 2020
Dunstan Thomas Group acquires Platform Action to deepen investment and wealth management platform expertise & extend consulting capabilities. 17 ...
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Productivity
What if we all have to work from home?
by
Matt Roblin
on
3rd March 2020
The news in the UK this morning suggests that working from home will be part of a strategy from the ...
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Platforms
,
Regulation
Growing engagement in the advice marketplace
by
Mark Mortimer
on
9th April 2019
The last few years have seen some significant changes in the wealth market; RDR, increased regulatory burden, auto-enrolment and of ...
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Agile
,
Customer experience
“Come yourself, or send no one”
by
James Routley
on
28th March 2019
Platform Action has made a strong decision to take every one of its consultants through Scaled Agile Framework (SAFe) training. ...
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Appointments
Mark Mortimer
by
Platform Action
on
30th January 2019
Platform Action appoints Mark Mortimer as Client Account Director Mark, 50, has over 25 years experience within financial services from ...
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Platforms
Platform implementation shouldn’t be so hard
by
Platform Action
on
20th September 2018
There has been lots in the press recently about re-platforming and the associated challenges surrounding data migration. Whilst data migration ...
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Customer experience
Evaluating Customer Experience. Part 3. What?
by
James Routley
on
22nd June 2018
What CX measures to track In the last two parts of this series we have looked at the why and ...
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Customer experience
Evaluating Customer Experience. Part 2. How?
by
James Routley
on
15th June 2018
How to be a CX-led organisation In the last article we looked at the reasons why it is important to ...
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Customer experience
Evaluating Customer Experience. Part 1. Why?
by
James Routley
on
8th June 2018
Why is CX so important to you? Leading brands and companies are already agreed that CX – Customer eXperience – ...
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Appointments
James Routley
by
Platform Action
on
2nd May 2018
Platform Action appoints James Routley as Head of Customer Experience. James, 47, has over twenty years of experience in digital ...
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Platforms
Investment Platforms: Who’ll win the constructors’ championship?
by
Richard Budnyj
on
18th April 2016
“Platforms are like Formula 1 cars,” says Richard Budnyj. “Choosing and building the right components and having the right team ...
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Platforms
Platform migration – the devil’s in the data
by
Platform Action
on
11th November 2015
Richard Budnyj argues that, amidst all the talk about the death of platforms, selective platform migration is the only way forward. The ...
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Platforms
The death of platforms has been greatly exaggerated
by
Platform Action
on
3rd November 2015
David Howard examines whether we’ll see the death of platforms over the next five years – and the kind of changes we ...
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Platforms
Effective platform deployment: knowing when you’re match-fit and ready to start
by
Platform Action
on
9th August 2015
Wouldn’t it be nice if the learning curve for implementing a platform could be reduced and there was a well-trodden ...
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Assurance
,
Platforms
Phantom defects – what lies beneath?
by
Platform Action
on
13th July 2015
Dave Howard reviewed some defect stats for a platform implementation just weeks away from go live and found that only ...
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Platforms
,
Regulation
Why the old life company model just doesn’t work
by
Richard Budnyj
on
18th May 2015
The world of platforms has changed immeasurably since RDR, so what’s next for the various models on offer to advisers ...
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Pensions
,
Platforms
Pension flexibility creates challenges
by
Richard Budnyj
on
7th April 2015
Platforms could arguably be the biggest winners from the last two Budget statements. But although changes around pensions are creating significant ...
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Platforms
,
Regulation
Can your platform pass the scalability test?
by
Platform Action
on
26th March 2015
The FCA is reportedly showing concerns over platform scalability, with rumours it is set to look at platform technology systems. ...
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Appointments
David Child
by
Platform Action
on
19th February 2015
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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