The ‘Dear CEO’ letter on outsourcing issued by the FSA (now FCA) in December 2012 was prompted by the regulator’s concerns around the deficiencies and inconsistencies exhibited by the asset manager community around their management and oversight of material outsourcing relationships.
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The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.
This paper outlines the need for purposeful digitisation where technology is used not just to cut costs, but to enhance client experience, improve efficiency, and unlock new value.
A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.