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Bluerock Consulting

www.bluerock-consulting.com


 

Welcome to the Bluerock Autumn Newsletter

Delivering RDR – addressing a consumer revolution

As leaves fall some blood pressures rise as  we are confronted by a market that is growing in uncertainty and concern. Realisation of the seismic impact of RDR has dawned in most organisations and whilst it’s not too late it is surely the last chance to effectively prepare for the post January 2013 world. Our current client discussions revolve around where to play and how to win in the new consumer led market, as being able to compete becomes as important as being able to comply post RDR. Our articles in this edition therefore pick up the theme of the need for successful consumer engagement as a key element in preparing yourself for the new competitive landscape, we hope you find them useful and we would be delighted to get your feedback at office@bluerock-consulting.com 

Are you ready for the revolution?

Are you prepared for the major changes in distributing financial services products that will occur over the next few years?  Whilst the RDR provides a regulatory timeline for some of these changes, intermediaries and providers who are adjusting their proposition to become RDR compliant for 2013 could be making a huge mistake and missing out on a major opportunity.  Michelle Cracknell looks at their options. Read More

The Risk of Financial Planning Tools

The demand for financial planning tools is increasing but so are the challenges.  The market is awash with options of dizzying complexity so selecting the tool that is right for your organisation is not an task to be taken lightly.  Vaughan Jenkins provides a beginners guide to some best practice and some of the leading tool providers.  Read More


Bespoke offers – it’s what the customer expects

Understanding the consumer is vital to every business and the level of tailoring it delivers is now a given for your customers.  However many organisations fail to take simple steps to ensure that customer analysis helps them to develop offerings that are targeted and fit for purpose.  Michelle Cracknell offers insight on how consumers make choices and what organisations should be doing about it.  Read More


RDR – Get up close and personal with your consumers

That RDR is driving the industry closer to consumers is a widely held view but do organisations actually understand what this means?  Will years of disengagement be turned around successfully Paul Martin considers the requirements to meet this challenge.  Read More




Bluerock News

Bluerock Consulting delivers new online financial planning service for Royal London

Bluerock has delivered a major new project for client Royal London Group – called MoneyVista, a new online financial planning service.  We designed MoneyVista to allow Royal London to reach the mass affluent consumers who don’t currently seek financial advice.  The online, subscription-based service provides users with holistic, personalised financial planning, enabling them to see every aspect of their personal finances and how they interrelate.  Click Here for website.

Click Here for more Bluerock News.

Bluerock sponsor leading financial software innovations event

Bluerock partners with ground breaking U.S. Mobile software provider

Bluerock establishes relationship with remote advice solutions provider

Bluerock to lead industry workshop

Bluerock Consulting | Marc House | 13 - 14 Great St Thomas Apostle | London EC4V 2BB
Tel: 020 7213 9760 | Email: office@bluerock-consulting.com
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