In this webinar we will explore the most accurate approach to investor suitability.
Powered by the world’s largest behavioural database of individual investors, Oxford Risk’s industry leading assessment combines financial and behavioural suitability to support investors in both accumulation and retirement, precisely matching investors to investments, and keeping them engaged and invested long-term.
Most companies have an insufficient understanding of clients’ suitable risk level. With almost two-thirds of complaints to the Financial Ombudsman Service due to mis-selling and advice suitability, it’s more important than ever to review your suitability process and ensure you’re doing the best by your clients.
An accurate understanding of clients is the foundation for strong relationships, engaging investor suitability can be your competitive advantage. Oxford Risk provides clients with a fast, easy and engaging experience from day one.
Trusted by over 10,000 advisers, our Investor Compass solution allows advisers to understand clients in greater depth, provide highly personalised advice, and ensure compliance with consumer duty and the FCA's thematic review of retirement income.
Hosts: Tom Kelly, Client Development Manager, Thomas Mitchell, Client Director, and James Pereira-Stubbs, Chief Client Officer at Oxford Risk.
Register for our webinar on Tuesday, 23rd September at 2pm BST to learn more about:
- Deep, accurate understanding of investor suitability
- Enhanced client engagement and satisfaction
- Consistency and efficiency at scale
- Business growth and competitive advantage
- Behavioural personalisation beyond suitability
Complete the form below to register now.
