Kundenrücktritte durch unvollständige Brochures
Definition
Mismatches between firm brochure and individual supplements (common exam finding) erode client trust, causing contract terminations or lost prospects during onboarding.
Key Findings
- Financial Impact: 2-5% client acquisition churn; €10,000-€50,000 lost revenue per failed deal
- Frequency: Per new client onboarding
- Root Cause: Manual version control and delivery tracking without central repository
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Investment Advice.
Affected Stakeholders
Business Development, Client Relationship Managers
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Related Business Risks
Bußgelder für fehlende Informationspflichten
Hohe Kosten für manuelle Brochure-Erstellung
Risikodrift durch ausbleibendes Rebalancing
Kapazitätsverluste durch manuelle IPS-Updates
GoBD-Verstöße bei Quartalsberichterstattung
Verzögerte Zahlungen durch manuelle Quartalsabrechnungen
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