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Financial Services Market Research. Investment Trends is the leading specialist market research organisation in the Australian financial services industry. Investment Trends’ work is focused on helping clients answer three fundamental questions:
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CFS to provide platform analytics to advisers
Financial Observer, 21-Oct-14
Colonial First State (CFS) is in the initial stages of rolling out analytical data to aligned and non-aligned advisers using its FirstChoice and FirstWrap platforms, the group has revealed. In an interview with financialobserver, CFS products and investments general manager Peter Chun said technology and data were currently a major focus point for the organisation. “More and more platform businesses are having to step up their support services to advisers in order to make the delivery of advice more effective and efficient,” Chun said, highlighting that greater tools and access to information were key factors. He said due to the sheer number of advisers using CFS platforms, the group was in an ideal position to provide advisers with data analytics based on information derived through its platforms, which would give a broad overview of market trends. “We have a number of data specialists in-house which the business can draw upon,” he said.
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