”In sourcing to de-risk our investment provision
Our key challenge was keeping abreast of all of the information that we had to check, to make sure that we select suitable investments. With Parmenion as DFM, we have managed to de-risk our business in terms of investment advice.
We can focus on the client relationship, working at the strategic level, getting the right asset allocation and not worrying about anything thereafter, such as fund selection and management. The variety of online options available mean that we add more value to what we do for the clients.
We have been able to make things simpler for clients, it’s that dilemma of are we doing enough or too much. Clients don’t want to see too much paper and paperwork. They want to know that there is a system and that it works. Parmenion helps us to do this.” a big efficiency gain for our business…”