Talking to clients is the cornerstone of any good business and technology can really boost communication. PA asked four firms for their tech tips...
1) 7IM Investment management company 7IM updated its 7IMagine app with a new service called My Future, last week. Using details such as DOB, investments, property ownership, My Future forecasts likely savings shortfalls in retirement. It is being made available to advisers who can then make it available to clients, and it allows clients to email advisers or 7IM direct with any questions. The company also launched a series of Webinars in January. These will be monthly and feature the CEO Tom Sheridan and marketing director Justin Urquhart Stewart discussing issues of relevance to adv...
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