CCI Accelerator
The CCI regime is live, and firms are navigating the transition now. Designed to bring greater focus on performance, price and risk, the framework is deliberately less prescriptive. With a decade of consumer research and insight into how investors consume and response to financial information, we're well-placed to help providers seize the opportunity and move from base compliance to consumer clarity.
Consumer understanding and disclosure issues
Consumer understanding of financial information continues to fall short of the level required to achieve good outcomes. Current disclosure documents such as KIDs are ineffective, failing to engage and educate.
We are supporting asset managers and investment platforms with the changing CCI rules, using our existing detailed insights and data, and supporting our clients with qualitative testing to ensure the changes made are effective.
Our CCI Accelerator programme offers three tiers of support to match your needs:
We are working closely with a variety of different firms to support their CCI offering.
Contact mikhail@boringmoney.co.uk to discuss joining our CCI Accelerator programme and find out how we can help you deliver and evidence better outcomes for your customers.
Our mission and client support
Our mission is to support better communication and to enable better outcomes for the end investor. Boring Money’s own consumer website and market leading engagement means that our team has first-hand, ongoing experience about successful communication and explanation.
We are proud to support our clients with actionable insights and advisory support, to provide the ‘So what?’ from our research and help firms to improve their disclosures and evidence the better customer outcomes achieved.