How technology is putting time back into the advice process

What would you do with more time?

clock • 3 min read

An analysis of how businesses use Intelliflo's systems suggests revenue booked per adviser increases exponentially with the adoption of technology - and the simple driver of this, writes Nick Eatock, is time

What would you do with more time? It is a very personal question but one on which everyone will have an opinion. More time with the family, more time spent on your business, more time on the golf course - more time is something we could all use. Creating more time in your working life opens up opportunities for financial advisers. Technology has been at the forefront of transforming how we work, with correspondence sent in an instant, remote log-ins making travel a viable working opportunity and a stream of new avenues for reaching out to clients and prospects. The majority of firms u...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers should not be social media stars… but should learn from them

Advisers should not be social media stars… but should learn from them

‘Engaging with new formats is not a vanity project for advisers anymore’

Justin Cash
clock 21 May 2024 • 4 min read
AI will 'help solve regulatory problems' for advice industry

AI will 'help solve regulatory problems' for advice industry

AI can help the industry explain the value of advice to the FCA

Sahar Nazir
clock 14 May 2024 • 1 min read
'Huge amount' of AI hyperbole among industry

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

Isabel Baxter
clock 09 May 2024 • 1 min read