Whitepaper
LoA Process: Just Fix it Already - Broken Letter of Authority Process in UK Wealth Management
We've been working with our friends the lang cat to ascertain the real impact of the Letter of Authority logjam.
Whitepapers & Insights
Whitepapers & Insights
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Insights Article7 proactive steps Financial Services organisations can take to meet Consumer Duty regulations
In this article, we share 7 proactive steps you can take to not only comply with the new Consumer Duty regulations, but also to deliver a better customer experience and build stronger relationships with your customers.
Insights ArticleThe Era of Digitisation
The financial services industry has been experiencing rapid change and innovation over the past few years, this has been majorly accelerated due to the impact of digitisation.
WhitepaperWelcoming New Clients to Financial Planning: the case for industry-wide process improvement
The average cost to financial advice firms to onboard a new client is £1,543 and the process takes an average of between three and four weeks.
WhitepaperA Disconnected World: The Advisers Reality
Working with the lang cat, we at Origo, have been conducting research on a topic close to our hearts. Our new White Paper takes this research and provides an insight into the workings and systems of adviser firms.
WhitepaperA Connected World
Our whitepaper looks under the bonnet of systems integrations undertaken and planned by platforms.