With regulations such as Consumer Duty and Retail Investment Package, non-advisory platforms must ensure continuing to deliver good outcomes for the end clients who have lost their relationships with advisors without their activities falling under the regulated advice umbrella.
Use OutRank to build self-service journeys with interactive and pedagogical capabilities, empowering end clients to make educated financial decisions
Stay clear of falling under the regulations concerning the provision of financial advice by carefully constructing your journeys
Guidance journeys can only be scaled and delivered cost-efficiently through digital channels. Manual customer service is not feasible in the long run
Quickly build innovative, reliable and secure wealth experiences by accessing our APIs for Wealth, already powering wealth services in a number of financial institutions.
Contact
