Product Communications & Advice
As the financial services landscape changes, financial services companies are competing to develop increasingly sophisticated products that seek to offer a better profile between risk and return.
As a consequence, there is a real need to deliver communications and advice that give customers an objective assessment of potential product risks and investment outcomes across a wide range of products and scenarios.
Furthermore, thanks to industry initiatives such as Treating Customers Fairly (TCF) and Markets in Financial Instruments Directive (MIFID). it is important that these products are targeted appropriately, regardless of the chosen distribution channel.
Recognising these issues, Barrie & Hibbert offers a range of innovative solutions that allow clients to address these issues:
Product Risk Service
Helps with the understanding and communication of product risk in the development and distribution of retail financial services products. Can be used to support compliance with TCF.
Wealth Scenario Generator
A risk modelling toolset that can be integrated into existing sales and advice tools. This can help to communicate the risk and investment outcomes of a customers investment portfolio.
Asset Scenario Service
Supporting the product design process, this service provides access to the underlying stochastic asset scenarios based on our standard product risk model set–up and calibration.