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Well said after 6 months
And looking at this October large potential market as presented in the Presentation we now see that it was not just a mention but a direct approach and we are now in talks to two large financial institutions NAB 597 advisors and Sentry 400
Well done IAM management team
(How often we see the big names mentioned on this side of the market? More and more we see Mark Fisher's vision becoming slowly a reality the "Google of financial planning"
Looking forward to a soon similar statement from NAB:
Sentry Group chief executive and chairman, Murray Hills, said it was vital for advice practices and licensees to upgrade their operational models to adopt their practices to the requirements of the Future of Financial Advice (FOFA) and the Life Insurance Framework (LIF).
"Over the next few years, many advisers and licensees will exit the advice sector unable or unwilling to adapt as the era of professionalism gains momentum," Hills said.
"In this environment, the advice practice that will benefit the most will be characterised by non-institutional alignment utilising modern processes, technology and resources to ensure positive client engagement and service outcomes."
Under stage one of the arrangement, Intiger would set up a para planning service designed to dovetail into the operational frameworks of advisers, according to Sentry Group executive director and head of business solutions, David Newman.
"This will be followed by a pilot program with a number of key practices to develop and fine tune the back office administration processes," Newman said.
"All these new processes and work flows will be integrated into the overarching IRESS customised technology solution that was developed specifically for Sentry and branded SENTRAK."
It's now as per the progress update servicing 15 practices by the pilot program an increase from the original 6
So hey ... this is closer and closer to a done deal in other words IAM enters MOUs to deliver
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Ann: Intiger Group - Clarification, page-116
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