Tech talk: Four firms share their client communication tips

From apps to podcasts

Nicola Brittain
clock • 2 min read

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...

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 Adviser tips

Friday Night Takeaway: Is talk of bonds giving you whiplash?

Friday Night Takeaway: Is talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read
Editor's View: A very happy new (financial!) year to you

Editor's View: A very happy new (financial!) year to you

The editor's Friday Night Takeaway from 5 April

Hope Coumbe
clock 05 April 2024 • 1 min read
Spouses using different advisers can often cause difficulties

Spouses using different advisers can often cause difficulties

Looking at industry thoughts on the back of last week’s PA Asks poll

Hope Coumbe
clock 25 March 2024 • 1 min read