Awards Categories
B2B
Best Online wrap or Fund Supermarket
Sites aimed at intermediaries offering dealing, administration and
consolidation of funds and other financial assets. Site must offer a minimum of
5 fund groups and be aimed at independent financial advisers. Typical features
will include range of funds, consolidation, online applications/quotes,
transparency of product, online security, ease of site, transactional tools and
additional tools.
Last year’s winner James Hay
Best Online Investment Provider
Investment providers supplying access and information on their range of funds to
the intermediary market. Typical key features will include product range, tools
for doing business, fund manager commentary, fund prices and facts, market news,
site security and regulatory compliance.
Last year’s winner Scottish Widows
Best Online Mortgage Provider
Providers supplying mortgages for residential and/or business
properties. Typical features we would expect to see on the site include range of
mortgages available, extent of product information and key features available,
speed of application and decision, extent of e-tools, ability to review mortgage
arrangements, product education, news and links. Also, design and ease of use of
site for target market, online security and regulatory compliance.
Last year’s winner GMAC-RFC
Best Online Life & Pensions Provider
Providers supplying individual and/or group pensions, life assurance etc.
Typical features will include range of products, level of facts and information,
transparency of products, range of underlying investments, client and policy
servicing, online security, ease of use online and level of support, ability to
quote/transact new business, data download, training, access to literature and
marketing facilities, password protection and regulatory compliance.
Last year’s winner Standard Life
Best Online Protection Provider
Providers supplying group and/or individual protection products such as
healthcare. Typical features will include range of products, level of facts and
information, transparency of products, range of underlying investments, client
and policy servicing, online security, ease of use online and level support,
ability to quote/transact new business, data download, training, access to
literature and marketing facilities, password protection and regulatory
compliance.
Last year’s winner Standard Life
Best Data and Quotation Service
Providers offering data and quotation services to intermediaries. Typical key
site features to include functionality and cost. Also, range of products in
system, research tools, commentary, prices, facts, market news, data download,
training, servicing and support, site security and regulatory compliance.
Last year’s winner Webline
Best Online Creative Campaign
The online creative campaign in the financial services industry deemed to be
most effective. Taken into consideration will be the concept originality,
whether it delivers the client's goals and overall impact on financial services.
Entries welcomed from agencies or client.
Last year’s winner Fidelity International – Rewriting Retirement
Best Online Customer Relationship Initiative
The Online initiative that enables different types of users to access the
information they want based on their relationship with the provider. Entries
must have a b2b element.
Last year’s winner Platform
Best Online Financial Community
Providers who have maximised interaction with clients on their site,
forming communities online. Entries must have a b2b element.
Last year’s winner M&E Network
Best Online IFA Tool
The Online tool, which has helped IFAs do their job more effectively.
Last year’s winner GMAC-RFC
Best Online Educational Initiative
Initiative that has raised product awareness and helped IFAs do their job more
effectively.
Last year’s winner Reita
Best Online Branding
Most recognisable financial services branding.
Last year’s winner Artemis Fund Managers
Best Online Regulatory Initiative
Initiative that has helped IFAs cope with regulatory requirements.
Last year’s winner AEGON
Best Online Site for Financial Advisers
This category is for product providers and IFA Networks who have specific
extranet sites for IFAs advisers. Typical features should include range of
products, benefits, features, availability of literature, online
applications/quotes, transparency of product, education material, online
security, ease of use of site, ability to monitor client accounts through one
portal.
Last year’s winner JP Morgan Asset Management
Most successful Online Financial Product Launch
Online product launch that has exceeded sales expectations. Products can be
fund, protection, mortgage or pension related. Product must have been launched
after August 2007 and still operational in 2008.
Last year’s winner Prudential
B2C
Best Financial Advice Site
Independent Financial Adviser sites offering services to private investors.
Typical site features will include range of services on offer, company
information, personal review features, transparency of charges, educational
material, ease of use and contact information.
Last year's winner Hargreaves Lansdown
Best Online Dealing Provider
Providers offering share dealing services to retail investors. Providers must
have online transaction capabilities. Typical key features will include range of
stocks available, education, online security, transactional tools, and ease of
use, online security, data protection and additional site tools.
Last year's winner Interactive Investor
Best Online IFA
Independent financial advice/planning sites offering services to private
investors. Typical site features will include range of services on offer,
company information, personal review features, transparency of charges,
educational material, ease of use and contact information.
Last year’s winner Clarity
Best Online Financial Spread Betting Provider
Providers offering financial spread betting services. Must offer
financial trading on majority markets, shares and currencies. Typical site
features will include range of financial trades and/or bets available,
education, online security, transaction ability, ease of use, additional tools,
regulatory compliance, site security and data protection.
Last year's winner CMC Markets
