We’ve remained committed to this goal, introducing a number of developments and service enhancements under the first phase of the programme.
To help us get things right the first time, we’ve enhanced our contact centre capabilities to become a client engagement hub that delivers service excellence with the help of world-class technology. This, along with initiatives such as the client portal development, digital signatures and secure email services have all helped to make advisers and customers lives easier in the way they deal with us.
We’re planning the next phase of change later this yearWrap and Fundzone will adopt a more intuitive user interface to help personalise your experience. We’re also introducing smoother end-to-end journeys for ISA and Personal Portfolio products and improved reporting functionality.
Throughout this next phase, some existing technology and processes for Wrap SIPP will continue to operate as they do now. We’ll explain more on this in the coming weeks so you know exactly what to expect.
We’ll of course keep you fully updated on progress, sending regular updates on what to expect, explaining what the developments mean for your firm, and showing how you can prepare your business for the changes.
Get ready with our support hubWe’ve set up a dedicated support hub to help you get ready for the changes ahead. Here you can find essential information to get started including:
- details on what’s changing
- short videos featuring the new developments
- answers to frequently asked questions
We’ll continue to add more content as we get closer to delivery of the changes, including online support modules that will be essential viewing for Wrap and Fundzone users. Our teams have been fully trained to make sure we’re ready to support you every step of the way.
There are more improvements coming
This isn’t a one-and-done change. It’s the latest phase in a long-term programme.
We want to help you advise more efficiently by sweeping away the frustrating, analogue processes that slow you down. To better help you so you can better help your clients plan, save and invest for their futures.
We’ll give you more flexibility around how you choose to deal with us, so you can run your business your way.
We’ll be creating a more comprehensive advice suite, introducing a new SIPP with fully online drawdown capability, better client costs and charges disclosure, widening our range of tax wrappers and improving offshore and onshore bond capability.
To minimise disruption and allow for rigorous testing, we’ll be making these changes in a phased way and we’ll give you plenty of notice in advance.
I’ve mentioned before that abrdn has always been about putting adviser firms first and for my part, making sure advisers’ views and their firms are always represented.
So I’m especially looking forward to overseeing the delivery of these latest can help your clients prosper.
The value of investments can go down as well as up and your clients could get back less than they paid in.
The views expressed in this blog should not be regarded as financial advice.