When implemented well, a centralised investment proposition (CIP) can deliver consistency of advice, a more efficient business operating model and, most importantly, superior client outcomes.
When implemented well, a centralised investment proposition (CIP) can deliver consistency of advice, a more efficient business operating model and, most importantly, superior client outcomes.
We know that Centralised Investment Propositions (CIPs) are the way business is done in the advised market, with 82% of firms operating one according to research by the lang cat.
Centralised Investment Propositions (CIPs) are so omnipresent in the advice world, they often determine the efficiency of your advice business and the quality of outcome your clients receive. Modern technology has the potential to create a more cost-effective business model while at the same time improving service and experience for clients. But how close is this win-win scenario to becoming a reality?
