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Restrictions are easing, perhaps we’re slowly going back to ‘normal’ and things are starting to open again. Pubs are open so we don’t have to feel bad for opening the wine at home, hairdressers are open so we can say goodbye to the mullets or split ends and cinemas are open so we can socialise again without having to talk.
To the 7IM Platform Team, the most important recent opening is the Q2 Adviser Platform surveys from two of the markets most respected independent consultancies, The Platforum and The Lang Cat.
Much of the focus in our industry has rightly been on what the shock of COVID-19 will mean for global economies and long-term investors, with clients seeking their adviser’s reassurance to stick to the plan perhaps more than ever before. Many times that plan involves the use of a platform, whose aim is to enable that plan to be implemented efficiently and securely whilst providing high levels of service to their adviser partners and their clients. The coronavirus pandemic has put that aim to the test more than ever before and now we need your feedback on whether 7IM have helped you and your business through these unprecedented times.
What have we done well and what can we do better? Your feedback is essential so we can continuously improve and adapt to the needs of you and your clients. Please could we ask you to spare 10 minutes and complete the following surveys: