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Forward Thinking Magazine : April 2011
b ■ Welcome Tony Graham Executive Director Head of Macquarie Adviser Services Macquarie Adviser Services We are undergoing a perfect storm of reformation. In this environment, setting a clear direction which will safeguard the future of your business is a significant challenge. Changes in regulation, consumer perception and generational shifts, literacy and technology are combining to re-shape Australia’s financial services industry. Our lead article looks towards the potential shape of the industry in 2020, and discusses how to prepare your business to adapt and survive. Taking a strategic approach to marketing is essential for firms that are serious about staying one step ahead and winning new business. On page 26 we take a look at a number of firms that have implemented a marketing strategy that delivers real business results. In terms of Macquarie Adviser Services, in 2011 we will continue to move our business forward to meet your evolving needs. You may be aware of our new secure adviser website, Macquarie Access, which is your single point of access to the products, services and solutions of Macquarie Adviser Services. Macquarie Access is part of our journey towards providing a fully-integrated website which makes it easier and more efficient for you to service your clients. You can login to Macquarie Access at macquarie.com.au/access We are also continuing to enhance our Wrap platform, to increase choice, flexibility, efficiency and usability. Over the coming year we will upgrade the Wrap website with new navigation and a new look and feel, release enhancements to Model Portfolios, and develop an online application capability. In addition, we are adding another series of accounts to our Wrap platform which adopt a portfolio based pricing structure to complement Wrap’s existing holdings-based pricing model. We believe this will position Wrap to more effectively support different business models. In March COIN launched its latest module, COIN Mortgage, an extensive product research and online loan processing tool. COIN Mortgage is the latest addition to COIN’s comprehensive range of modular solutions to power practice efficiency. As always, we hope that you enjoy reading Forward Thinking.