The Model Office Blog

Meet Model Office - MO

[fa icon="calendar"] Oct 10, 2016 11:20:43 AM / by Chris Davies


MO is a first of its kind FinTech and RegTech research and due diligence diagnostic platform that allows you and your firm to understand how it is peforming against the FCA suitability rules, their final guidence papers, FAMR, MiFID and TCF objectives, BREXIT risks and provides a benchmark against firms best practice performance in your industry.

MO is designed to scan and benchmark a firms professional practice and encourage them to think more holistically and strategically across 5 keys we have found are crucial to building a compliant, client-centric and sustainable professional practice. 

MO’s outputs are focused on supporting your ongoing journey as a professional and compliant professional service firm by:

  • Incorporating our 5 year research into financial firm business performance, employee and client engagement 
  • Covers all FCA suitability rules, discussion papers, RDR, FAMR, TCF outputs, MiFID and BREXIT risks
  • Offers a perfomance dashboard across 5 keys: Your Focus, Your Engagement, Your Promise, Your Systems and Your People to show how you are performing 
  • Provides instant benchmark data on how firm’s are performing against best practice and your peers
  • Provides a  41 page strategic plan with resources and steers to improve their scores. A ‘lite’ version of this strategic report is also available
  • Includes dynamic steering strategies based on your scores to help improve your scores across the 5 keys 

MO has also been endorsed and accreditedfor CPD by the CISI. MO's full platform will go live very shortly. For more information on MO's capabilities 

So why not click the below icon link to the 'Lite' platform version and learn more about MO today?

Meet MO


Topics: Benchmark, compliance, client centric, Financial regulation, Financial business development, fintech, Human resource development, client engagement, regtech, Risk management, practice management

Chris Davies

Written by Chris Davies

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