
3rd Floor, 70 Gracechurch Street, London EC3V 0HR, United Kingdom
Established in 1995, FTRC is a boutique FinTech consultancy specializing in the evolving financial advice market, both in the UK and internationally
We focus on how technology, including RegTech, WealthTech, and InsureTech, will shape this future.
Our mission is to empower consumers to take greater control of their finances by helping financial advisers, insurance companies, investment platforms, asset managers, and technology companies deliver better services. We enable our diverse client base, from global institutions to FinTech start-ups, to achieve superior consumer outcomes while simultaneously reducing costs and increasing profitability.
Services include: External validation of new service Assistance with RFI processes Proposition assessment service Strategic consulting Vendor selection (including client management systems, B2C services, platforms and provider partners) ...
This activity is supported online as well as face-to-face, allowing a wider range of adviser firms to be involved in discussions by way of: The delivery of a range of information services for advisers Introduction of a new social media group for advisers to focus on key issues and insight. This will......
.Reports include: UK adviser software market assessment Who’s who in digital advice The future shape of workplace ...
Our Quality Analyser research system will: Demonstrate the strength of your proposition Highlight any areas that require tactical focus Understand your competitors offerings in context Assist in winning new business Help retain clients Plan your future development roadmap ...