waxing the skis - altus...equity release piste map a d v i c e a d v i c e r e s e a r c h \ w...
TRANSCRIPT
Waxing the SkisTechnology and the LTM journey
L a c k o f c l e a r i n f o r m a t i o n
M a n d a t o r y a d v i c e v s u n a d v i s e d
P o o r t o o l s P o o r c u s t o m e r o u t c o m e s
Research
S o l u t i o n
V a l u a t i o n
L e g a l
H o l i s t i c c o n s i d e r a t i o n s
P r i o r i t i s a t i o n o f n e e d s
C o m p l e x s o l u t i o n i s i n g
C a r e i m p l i c a t i o n s ?
O p a c i t y
M u l t i p l e s h o p p i n g e n q u i r i e s
U n d e r w r i t i n g
Solution
C u s t o m e r e x p e c t a t i o n s
S u r v e y d e l a y s
P o o r i n t e r a c t i o n s
Valuation
U n c l e a r p r o g r e s s r e p o r t i n g
D e l a y s !
R e f e r e n c i n g
Legal
L P A s & W i l l s
U n c l e a r p r o g r e s s r e p o r t i n g
L P A s & W i l l s
V u l n e r a b i l i t i e s u n r e c o g n i s e d
M a n u a l i n t e r f a c e s
E t h i c a l l e n d i n g p o l i c y c h a l l e n g e s
F l e x i b i l i t y a n d f u n c t i o n a l i t y
S o l u t i o n
V a l u a t i o n
L e g a l
££
££
££
££
A v e r a g e
6 MONTHS
A v e r a g e
18 WEEKS
££
Research
S o l u t i o n
V a l u a t i o n
L e g a l
Equity Release Piste Map
Equity Release Piste Map
A d v i c eA d v i c e
Equity Release Piste Map
A d v i c e
A d v i c e
R e s e a r c h
Equity Release Piste Map
A d v i c eA d v i c e
A d v i c e
R e s e a r c h
R e s e a r c h
S o l u t i o n
Equity Release Piste Map
A d v i c e
A d v i c e
R e s e a r c h
R e s e a r c h
S o l u t i o n
V a l u a t i o n
A d m i n i s t r a t i o n
Equity Release Piste Map
A d v i c e
A d v i c e
R e s e a r c h
V a l u a t i o n
A d m i n i s t r a t i o n
L e g a l A d m i n i s t r a t i o n
R e s e a r c h
S o l u t i o n
Equity Release Piste Map
A d v i c eA d v i c e
R e s e a r c h
S o l u t i o n
L e g a l A d m i n i s t r a t i o n
V a l u a t i o n
A d m i n i s t r a t i o n
A d v i c e
R e s e a r c h
Equity Release Piste Map
A d v i c eA d v i c e
Customer management
Distribution management
Proposition managementMortgage administration
Customer management
Distribution management
Equity Release Piste Map
Organisation support
Funding management
Financial management
Business management
Proposition managementMortgage administration
Equity Release Piste Map
Equity Release Piste Map
A d v i c eA d v i c e
Customer management
Distribution management
Proposition management
Mortgage administration
Equity Release Piste Map
A d v i c eA d v i c e
Customer management
Distribution management
Proposition management
Mortgage administration
So how can we smooth out the ERM piste?
A p r è s S k i !
Essential that costs are minimised for all
Technology will have a big part to play
Process today too long/too manual/too many dropouts
Challenges at each stage of process can be overcome
Slope conditions can vary, but ERM outlook looks good
Integrate the services and tech YOU need
Create your OWN piste map to do this
A p r è s S k i !
Essential that costs are minimised for all
Technology will have a big part to play
Process today too long/too manual/too many dropouts
Challenges at each stage of process can be overcome
Slope conditions can vary, but ERM outlook looks good
Integrate the services and tech YOU need
Create your OWN piste map to do this
Any questions?